Australian Eligible Rollover Fund

The Australian Eligible Rollover Fund is an eligible rollover fund (ERF) registered with the Australian Prudential Regulation Authority (APRA).

The Fund can accept member benefits from other super funds for people who may have lost contact with that fund or are no longer eligible for membership of that fund. All super funds are required by law to nominate an ERF to hold the balances of their lost or ineligible members.

The Fund is intended to be a temporary repository for transferred superannuation benefits, with the expectation that members will eventually find their lost superannuation and transfer their balance to their main super account.

More Information:

Product Disclosure Statements

Download PDS

> Important information and continuous disclosure

> Annual Reports 

Features and Benefits

  • head-settings Created with Sketch.

    Investment expertise

    The overall Fund is managed by Perpetual, one of Australia’s leading investment managers. Perpetual invests the Funds across a range of investment strategies offered by appointed investment managers.

  • Quality administration

    The Fund is administered by Jacques Martin Administration and Consulting.

  • Reuniting members with their super

    The main purpose of the Fund is to reunite members with their superannuation. The Fund runs a program of activities designed to help members achieve this and consolidate their benefits into their main super account.

  • Dollar Bill From Automated teller machine Created with Sketch.

    Withdrawal of benefits

    You can access your benefit as a lump sum (subject to meeting a condition of release under superannuation law) or transfer your benefit to another complying superannuation or rollover fund.

Additional Information

Investment Guidelines

The Fund aims to achieve a return of CPI +2% per annum after fees, over rolling two-year periods. Find out more on the investment guidelines and strategy in the PDS or in our frequently asked questions.

The investment guidelines for the Fund are:

Australian shares  16.2% 10-20%
International shares (unhedged)  5.5% 2.5 - 7.5%
Alternative assets
3.0% 0 - 12.5%
Australian fixed interest 21.5% 17.5 - 22.5%
International fixed interest 21.5% 17.5 - 22.5%
Diversified credit 10.8% 7.5 - 12.5%
Cash 21.5% 15 - 25%


Full fee definitions, under the Superannuation Industry (Supervision) Act 1993 (SIS), of the fees and costs for the AERF, are available here.

Withdrawal of benefits

To rollover or withdraw your benefit from the Fund, download, print and complete the Benefit Payment Request Form.

Providing your tax file number

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

AERF Frequently asked questions (FAQs)

Do you have super benefits in the Fund?

If you have discovered that your super benefits have been rolled over to the Fund, you should read the Product Disclosure Statement (PDS). This provides information about the Fund’s investments, fees and earning rates.

Download PDS 

> See all frequently asked questions for the Australian Eligible Rollover Fund

Want to know more?

Further Information

Additional queries may be answered in our Frequently Asked Questions section or by contacting the Fund Administrator:

Fund Administrator:
  • 1800 677 424 (within Australia)
  • +61 2 8365 9128 (international callers)
    between 8.30am and 5.00pm (Sydney time) Monday to Friday

Email inquiries may be directed to:

HAVE QUESTIONS? Call 1800 677 424

Queries may be answered by contacting the Fund Administrator. Phone 1800 677 424 (within Australia) or +61 2 8365 9128 (international callers). Email inquiries may be directed to:

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.