Safe and Secure Transfers



To download our Pension Transfer Request forms please click on the applicable link below:

Please note that these forms are in PDF Format.  Should you require it in Word format please send a separate email to:

UK & Northern Ireland Transfer Request Pack (pdf)

Large Balance Exchange Service (UK only)

South African Transfer Request Pack (pdf)

Republic of Ireland Transfer Pack (Pdf)

New Zealand - no fact sheet available please make enquiries via our Pension Transfer Enquiry Link below.

Country Not Listed: Please submit a request via Pension Transfer Enquiry 
so we can discuss with you.

Please Complete the above forms and scan email to
(preferred method)

or fax back to us on +61 8 93758504 Outside Australia or 08 93758504 within Australia.

Please note if you have NOT had a confirmation of receipt within 24 hours after submission then please advise us via our contact form whilst at the same time resubmitting the request form to us. 

Many Thanks for your request

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