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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 email.
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.
Equity Trustees Superannuation Limited is the trustee of the Fund. Learn more about our Trustee including our Trustee including their Privacy Statement, Complaints Resolution Guide and other required disclosures here.
Prior to 1 March 2025, Perpetual Superannuation Limited (PSL) was trustee of Perpetual's Superannuation Products.
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Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.