Terms & Conditions

  • I have read the Financial Services Guide and Privacy Policy.
  • I have nominated SuperSortr as a representative in respect of my account and authorise them to complete and submit an electronic application with our preferred provider on my behalf.
  • I understand that this application will form the basis of the contract, between myself and SuperSortr.
  • I have not sought any financial advice from SuperSortr and I discharge SuperSortr and its license holder, EQ Financial Pty Ltd, from all responsibility.
  • I have received and read the current Super Product Disclosure Statement (PDS).
  • I instruct the Trustee to allocate 100% of my initial and future contributions and rollover to the Cash option. In giving this instruction, I have considered the information disclosed in the PDS.
  • I have not sought financial advice and submit this as an execution only request.
  • I understand that SuperSortr will deduct a fee of $495.00 (incl GST) for the consolidation from my staging account. Please note this is not a Personal Advice fee.
  • I understand my TFN is confidential, and SuperSortr is authorised to collect and disclose my TFN under the Superannuation Industry (Supervision) Act 1993 and Privacy Act 1988.
  • I nominate EQ Financial Pty Ltd trading as SuperSortr to act on my behalf for the purposes of paragraph 355-25(2)(g) of Schedule 1 to the Taxation Administration Act 1953 with respect to protected information relating to a search conducted on my behalf.
  • I Authorise EQ Financial Pty Ltd trading as SuperSortr to be my authorised representative to hold my Tax File Number in a secure location and utilise my information for the purposes of locating superannuation accounts and superannuation money held by the ATO.
  • I declare the information completed is true and correct.
  • I apply to become a member of the preferred super fund for the purposes of establishing a staging account.
  • I am aware I may ask my superannuation provider for information about any fees or charges that may apply, or any other information about the effect this transfer will have on my insurance cover or other benefits. I have obtained or do not require such information. I discharge the superannuation provider of my *FROM* fund of all further liability in respect of the benefits paid and transferred to my *TO* fund.
  • I request and consent to the transfer of my superannuation as described above and authorise the superannuation provider of each fund to give effect to this transfer.
  • I authorise the transfer of my benefits from my previous superannuation fund(s) to the preferred Super fund.
  • I understand my benefit entitlements in my previous superannuation fund(s) and the effect of a transfer (including any fees or taxes payable) on those benefit entitlements. In particular, if I have insurance cover with my previous superannuation fund(s), I understand that the transfer of my benefit may cause cancellation of that insurance cover.
  • I understand that an Exit Fee may apply to withdrawals/rollovers.
  • I have read the Privacy information in the PDS and agree to the various uses and exchanges of my personal information and acknowledge my right to access personal information held about me by the preferred Super fund.