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Australian Eligible Rollover Fund

The Australian Eligible Rollover Fund (AERF) is an eligible rollover fund (ERF) registered with APRA. This means that the AERF can accept member benefits from other super funds for people who may have been ‘lost’ by that fund or are no longer eligible for membership of that fund. All super funds are required by law to nominate an ERF to receive their lost or ineligible members.

Key features of the AERF

  • Managed by Perpetual, one of Australia’s largest trustees (PSL) and leading investment managers (PIML).
  • Administered by Jacques Martin Administration and Consulting, who are owned by the Commonwealth Bank of Australia.
  • Aims to provide members with long-term capital growth with moderate volatility through a diversified portfolio of Australian shares, international shares, property, alternative assets, fixed interest and cash.

Do you have benefits in the AERF?

If you have discovered that your super benefits have been rolled over to the AERF, you should read the product disclosure statement. This provides information about the AERF’s investments, fees and earning rates. There are two parts which you should read:

Part 1 - Information about membership Part 2 - Information about investments, fees and earning rates

Select the sub-plan that you belong to and download the relevant Part 2. 

If you are unsure which sub-plan you belong to, phone 1800 677 424.

See more on the AERF's investment strategy and guidelines.

Annual reports

You can view the current Annual Report to members for each sub-plan below. 

Do you want to claim your benefit?

To rollover or withdraw your benefit from the AERF, download, print and complete the benefit claim form. 

Providing your tax file number

If you wish to notify the AERF of your tax file number, download, print and complete the tax file number notification form. 

Finding your lost super

The Australian Taxation Office can help you find your lost super through their SuperSeeker website

Do you have an enquiry?

If you have a question about your membership or you believe you may have a benefit in the Australian Eligible Rollover Fund, phone 1800 677 424 or email aerfenquiries@perpetual.com.au.

Contact AERF

Phone 1800 677 424

Forms