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Australian Eligible Rollover Fund

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@resolutionlife.com.au.  

Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757, RSE Licence L0001458, AFSL 229757 are the issuers or trustee of the funds. The product disclosure statement (PDS) for the funds, issued by PIML or ETSL, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling or visiting our website www.perpetual.com.au.

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