1. Insurance

Cover with your other super fund will cease. But smartMonday can usually transfer that insurance over, so apply for that first.

2. Tax

Want a tax deduction for personal contributions? Lodge a notice of intent to claim with that fund before you close it.

3. Irreversible

We won't be able to stop the transfer if you later change your mind.

4. Contributions

Combining your super with smartMonday? Make sure your employer directs your contributions to us as well. Use our Choice of Fund form.