Your Zurich superannuation account will be closed and you will receive an exit statement from Zurich. We will then create a smartMonday account and send you a welcome letter. You will get a new member number – although we’ll still keep a record of your old Zurich number, too.

Your insurance policy will stay with Zurich, if applicable. Depending on which Zurich plan you were in, you’ll be transferred to a smartMonday option that most closely suits what you were previously in.

• Zurich Superannuation Plan, Zurich Retirement Plan, Zurich Whole of Life and Zurich Endowment Plan members will transfer to Personal Super in smartMonday PRIME.
• Zurich Account Based Pension will transfer to relevant Transition to Retirement or Retirement Pension account in smartMonday PENSION.
• Zurich Term Allocated Pension will transfer to the Term Allocation Pension in smartMonday PENSION (this product is closed to new members).