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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 your closed AERF account, please email us: aerfenquiries@perpetual.com.au

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.