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 ato.gov.au or contact the ATO about superannuation enquiries on 13 10 20.
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