Finding lost superannuation - a step-by-step guide

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Finding lost superannuationA step-by-step guide from Lacey Filipich

Co-Founder and Director, Money School

28 February, 2017


Why consolidate super into one fund?

Fees

Insurance

Simplicity


Finding lost super – start at ATOwww.ato.gov.au/forms/searching-for-lost-super/

Option 1:Fill in a

form


Finding lost super – Option 1 (form)

Option 2: Use

myGov instead


Finding lost super – Option 2 (myGov)Step 1: Get into your myGov account at my.gov.au

Log in or create an account


Finding lost super – Option 2 (myGov)Step 2: Access your services

Click here


Finding lost super – Option 2 (myGov)Step 3: Select Australian Tax Office

If it’s not linked yet,

link it (under the

line)


Finding lost super – Option 2 (myGov)Step 4: After redirection, select Super

A list of funds

appears with

balance


Finding lost super – Option 2 (myGov)Step 5: Select Transfer super

Click to start

process


Finding lost super – Option 2 (myGov)Step 6: Pick the fund to transfer FROM (one you don’t want to keep)

Look for warnings

popping up after you

click


Finding lost super – Option 2 (myGov)Step 6: You may not be able to transfer (options will grey out)

If this happens to you, next

step is to go to the fund directly


Finding lost super – Option 2 (myGov)Step 7: Go to the fund you want to keep (transfer TO)

Can’t see an option? Search

‘consolidate’


Finding lost super – Option 2 (myGov)Step 8: Follow process on their site, or use their forms

Use ATO data to fill in forms


Now go find your lost super!

Check out my blog:https://www.moneyschool.org.au/superannuation/make-extra-superannuation-contributions/

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Finding lost superannuation - a step-by-step guide