5 Step Process
Becoming a member of The Super Fund Co. is a simple five step process:
2. An adviser from The Super Fund Co. will contact you to discuss your situation in greater detail, and request a copy of your ID
3. Your adviser will prepare your personal review and recommendations, and present you with our Statement of Advice for your consideration
4. Once you’re happy to go ahead, complete the account opening documentation and rollover forms (including documents to notify your employer of your new superannuation details)
5. Welcome! Your member account will be established and your funds will be invested as per your Statement of Advice. You’ll receive ongoing advice and an annual review as part of The Super Fund Co.’s service commitment and dedication to helping you reach your financial goals sooner.