Rollovers and transfers

Your client can request a rollover from an external superannuation fund into Perpetual Private Super Wrap by asking you to initiate the rollover. To do this, please download and complete the Perpetual Rollover Authority form. 

Your client can also request a rollover from an external superannuation fund by completing and submitting an online form. Search 'Request for rollover of whole balance of super benefits between funds' on the ATO website.

Your client can also visit myGov to view and manage their superannuation accounts.

From 1 October 2021 to rollover super to or from your SMSF, you’ll need to use SuperStream. To use SuperStream, your SMSF needs an active Electronic Service Address (ESA). We don’t offer an electronic message service that provides rollover SuperStream services. You can get an ESA from an external SMSF messaging provider, or alternatively, you may like to consider appointing a professional to help you manage SuperStream rollovers on your behalf. 

Once you’ve engaged the ESA provider to send through the SuperStream message, they should also provide you with the account details of the receiving fund to arrange the transfer of cash. If your client doesn’t have a Perpetual superannuation or pension account, you'll need to complete an application. You can do this by submitting an online application. 

If you’re rolling over funds into an existing pension account, you’ll also need to provide a dated and signed Perpetual Pension Update form. You can find this form on Adviser Tools.