The Australian Eligible Rollover Fund

An Eligible Rollover Fund (ERF) is a special type of super fund that accepts 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 Eligible Rollover Fund (ERF) to receive their lost members. Perpetual manages one such ERF, the Australian Eligible Rollover Fund. The main features of Perpetual’s Australian Eligible Rollover Fund include:

  • Overall management by Perpetual, Australia’s largest professional trustee group
  • Administration by Jacques Martin Administration and Consulting, who are fully owned by the Commonwealth Bank of Australia
  • Investment management by leading investment managers
  • The fund invests in a portfolio of Australian shares, international shares, property, fixed interest and cash
  • Competitive fees
  • Reporting on benefit entitlements, fund performance and significant matters
  • An investment objective of providing members with long term growth with moderate volatility through a diversified portfolio with exposure to both growth and defensive assets
  • Regular review of interest rates

Product Disclosure Statement

To access the Product Disclosure Statement please choose from the links below. Note that there are two parts to the Product Disclosure Statement (Part 1 and Part 2). Part 1 contains general information regarding your membership. Part 2 contains specific information regarding investments, fees and earning rates. The relevant Part 2 applicable to you is dependant upon which Sub-plan you are a member of. You should contact the administrator on the number below if you need to check which Sub-plan you are a member of.

Part 1
 Features Booklet

Part 2
 Sub-plan A
 Sub-plan B
 Sub-plan M
 Sub-plan REST

Annual Reports 

The current Annual Report to members for each sub-plan is available below.  

 Annual Report Sub-plan A
 Annual Report Sub-plan B
 Annual Report Sub-plan M
 Annual Report Sub-plan REST

Member Forms

To provide us with your Tax File Number or to rollover or withdraw your benefit with the Australian Eligible Rollover Fund,  download and print the relevant form below. Send the completed form directly to the Australian Eligible Rollover Fund (mailing details are included on each form).

 Tax File Number Notification
 Benefit Claim Form

Finding your lost Super

The Australian Tax Office allows you to search for any lost super you may have through their SuperSeeker website.

If you believe you may have a benefit in the Australian Eligible Rollover Fund, call for more information on 1800 677 424 or email: aerfenquiries@perpetual.com.au