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Australian Eligible Rollover Fund
Australian Eligible Rollover Fund
The Government has passed legislation that requires all account balances held by eligible rollover funds (ERFs) to be transferred to the Australian Taxation Office (ATO) by 31 January 2022. Perpetual Superannuation Limited, as trustee of the AERF (the Trustee) has determined it is in the best interests of AERF members to be transferred to the ATO at an earlier date. On 23 June 2021, all AERF account balances were transferred to the ATO and the AERF is closed.
For further information about the transfer please refer to the Letter to members – Closure of the AERF and transfer to the ATO.
For further information about the ATO, visit www.ato.gov.au or contact the ATO about superannuation enquiries on 13 10 20.
Have questions? Email us.
If you have questions relating to locating your funds, please contact the ATO on 13 10 20. If you require historical information, please contact au.service@aia.com.
Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 is the issuer of the Fund. You should consider the relevant Fund product disclosure statement or other offer document before deciding whether to invest.
The Trustee and its Operations
Perpetual Superannuation Limited (PSL) is the trustee of the Fund. View all details for the Trustee and its Operations including executive remuneration.
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United Kingdom
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.