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MEMBER INFORMATION & TOOLS
 
 

If you are a member of the Aon Eligible Rollover Fund

The Aon Eligible Rollover Fund is a public offer superannuation fund and is referred to as either ‘the Aon ERF’ or ‘the Fund’.

You may have been transferred to the Aon ERF by your super fund because your fund lost contact with you; you were considered an ‘inactive’ member; or you had a small account balance.

Members may be transferred from Aon Master Trust Personal Super to the Aon ERF when their balance falls below $1,500. If a member’s balance in Aon Master Trust Corporate Super is less than $5,000 and they terminate employment and do not make an election to transfer to another Fund, they may be transferred to the Aon ERF. In all cases the trustee of the Aon Master Trust first writes out to the member and gives them an opportunity to top up their balance before they are transferred to the ERF.

Features of the Aon ERF

The Aon ERF is designed to primarily accept benefits transferred from complying superannuation funds, approved deposit funds and retirement savings accounts, where members may be considered ‘lost’ or have failed to nominate an alternative fund within a stipulated time frame.

The Aon ERF accepts member benefits from the trustee of the Aon Master Trust and trustees of other super funds for categories of people who have become ineligible for membership of their fund. The Fund also accepts Superannuation Guarantee payments and superannuation holding account amounts from the ATO and rollovers from other complying funds. As an eligible rollover fund, the Aon ERF cannot accept contributions from members or spouses.

Benefits of the Aon ERF

  • Member protection on all accounts – administration fees on member accounts cannot exceed investment returns allocated to the member, except where negative returns occur.
  • No entry fees – no fees are deducted on entry to the fund or on transfers or rollovers from other trustees or government bodies.
  • A defensive investment strategy – a strategy that maximises the growth potential of a member account, based on achieving at least a 0.5% out-performance of the Consumer Price Index over rolling three year periods.
  • Consolidation of member benefits – the Aon ERF accepts small account balances and rollovers/transfers from other trustees, Australian Tax Office (ATO) Superannuation Holding Account (SHA) and Superannuation Guarantee (SG) vouchers.
  • Helps locate lost super – active assistance with locating members’ lost super using the ATO’s SuperMatch service.