To transfer your SHA special account balance to a super fund or retirement savings account, you must:
complete the authority attached to your account statement
detach the authority and give it to your super fund or retirement savings account provider to make a claim on your behalf.
If you have lost your account statement, contact us on 13 10 20 to request another copy.
We will only transfer whole account balances to your super fund or retirement savings account. We cannot transfer partial balances. If your account balance includes super co-contributions, your balance can only be transferred to a super fund or retirement savings account provider that can accept these contributions.
We may also transfer your SHA special account balances to a super fund or retirement savings account if we identify a super account in your name.
The SHA special account is not a super fund, so transferring your balance to your super fund or retirement savings account is not a roll-over. When your balance is transferred to your super fund or retirement savings account, the amount will generally be treated as an employer contribution and taxed at that stage. No tax is payable on your super co-contributions transferred.
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