If you leave ANZ to go to a new employer your ANZ Staff Super account will automatically be transferred to the Personal Section if your account balance is $7,500 or more.
Staying with us means you continue to enjoy the benefits of ANZ Staff Super membership including:
You can even ask your new employer to pay your super contributions to your Personal Section account. That way you can avoid the hassle of having multiple super funds and avoid paying multiple sets of fees. All you need do is complete the Choice of Fund Election Form and give it to your new employer.
If you want to stay with ANZ Staff Super when you leave ANZ but your account balance is less than $7,500, you’ll need to increase it either by:
For information about the Personal Section, read the Personal Section Product Disclosure Statement.
Stay with us if you’re ready to retire
If you’re leaving ANZ to move into retirement and have $25,000 or more in your account, our Retirement income account means you can stay with us and convert your super into a regular income in retirement.
A Retirement income account lets you:
Get the advice you need before you leave ANZ. You can contact an ANZ Staff Super financial adviser on 1800 000 086 who can give you limited advice on contribution and investment strategies to make the most of your Personal Section account, or how much to invest and your investment choices in the Retirement Section.
Whether your needs are simple or complex, an ANZ Staff Super financial adviser can help.
ANZ Staff Super has an agreement with ANZ under which ANZ’s financial advisers have been engaged to provide members with general or limited personal financial advice about options within ANZ Staff Super over the phone for no extra charge. If you require more complex personal advice, you’re given the option of receiving comprehensive personal advice from an ANZ financial adviser and ANZ will charge you a fee for this advice.
You have the option to have the fees for ANZ Staff Super-related super advice debited from your account. This facility applies only for fee for service advice provided by an ANZ financial adviser and no commissions will be paid under this facility. To find out more, read the Financial Planning fact sheet.
Financial planning services are provided by ANZ’s financial advisers under ANZ’s Australian Financial Services Licence number AFSL 234527. Any advice provided by ANZ’s financial advisers is not provided or endorsed by the Trustee and is not provided under The Trustee’s AFSL.