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AMP Eligible Rollover Fund

Product details and performance

PRODUCT CLOSING

Due to changes in superannuation legislation, this product is closing to new member accounts and rollovers on 23rd April 2021.

Features

AMP Eligible Rollover Fund receives small, lost and inactive super accounts transferred by other super funds, approved deposit funds, retirement savings accounts and in some circumstances certain super payments from the Australian Taxation Office (ATO). It's unlike other super account in that it doesn't accept individual applications and is unable to accept:

  • employer (concessional) contributions
  • spouse contributions
  • contributions made through a salary sacrificing arrangement, or
  • government co-contributions

About AMP Eligible Rollover Fund

  • Capital guaranteed
    Feel secure knowing that your account balance will never decrease in value1 (other than by government charges)

  • Enjoy no entry or withdrawal fee transactions
  • Helps to find a permanent home for your fund
    It undertakes many activities to assist in locating any lost super you may have so that you can consolidate all your accounts (including your AMP Eligible Rollover Fund account) into your active super account.

What are the features?

  • Security - your investment will never decrease1  (other than by government charges)

  • No entry or exit fees
  • Tiered crediting rates - the higher the balance, the higher the crediting rate.

Fund information

Fund information Details
Fund name AMP Eligible Rollover Fund (ERF)
Australian business number (ABN) 32931224407
Registrable superannuation entity (RSE) R1001655
Superannuation fund number (SFN) 2960 749 40
Superannuation product identification number (SPIN) /
Unique superannuation identifier (USI)
AMP0544AU

 

Other information

1 AMP Life Limited (ABN 84 079 300 379, AFSL No. 233671) guarantees that the rate of return will never be negative.

Important information

Any advice and information on this website is general in nature and is provided by AMP Life Limited ABN 84 079 300 379 (‘AMP Life’), which is part of the Resolution Life group. The advice does not take into account your personal objectives, financial situation or needs. Therefore, before acting on the advice, you should consider the appropriateness of the advice, having regard to those matters.
 
Products in the AMP Eligible Rollover Fund, National Mutual Retirement Fund, and NM Pro Super Fund are issued by Equity Trustees Superannuation Limited ABN 50 055 641 757. Insurance and Investment products are issued by AMP Life.
 
AMP Limited ABN 49 079 354 519 has sold AMP Life to the Resolution Life group whilst retaining a minority economic interest. AMP Limited has no day-to-day involvement in the management of AMP Life whose products and services are not affiliated with or guaranteed by AMP Limited. AMP Limited is not liable for products issued by AMP Life or any statements or representations made in the PDS or policy documents for those products. “AMP”, “AMP Life” and any other AMP trademarks are used by AMP Life under licence from AMP Limited. AMP Life is part of the Resolution Life group and can be contacted on 133 731 or via the contact us page. If you decide to purchase or vary a financial product, AMP Life and/or other companies within the Resolution Life group will receive fees and other benefits, which will be a dollar amount or a percentage of either the premium they pay or the value of their investments. You can ask us for more details.
 
All information on this website is subject to change without notice.