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TRUSTEE INFORMATION & TOOLS
 
 

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

The Aon ERF is managed by Aon Superannuation Pty Limited, an approved trustee regulated by the Australian Prudential Regulation Authority (APRA). Aon Superannuation Pty Limited (‘the trustee’) is a wholly-owned subsidiary of Aon Consulting Pty Limited, part of the Aon Corporation group of companies.

The Aon Corporation is a worldwide organisation that specialises in providing services in the areas of insurance, superannuation and human resources.

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.

Where a trustee decides that the Aon ERF is to be the fund’s chosen eligible rollover fund, the application form for trustees at the back of the Product Disclosure Statement must be completed.

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 are accepted by the Aon ERF.
  • Helps locate lost super – active assistance with locating members’ lost super using the ATO’s SuperMatch service.

If you would like more information, click here for contact details.