Finding your concessional (before tax) contributions.
Click the navigation ribbon icon (three horizontal bars) at the top right of screen. Click Contribution caps icon (fourth from the bottom on the ribbon). This shows your total concessional contributions for this account for the current financial year.
Finding your non-concessional (after tax) contributions.
Non-concessional contributions can be seen on the Account activity page, where you can sort by contribution types. Go to Account Activity on navigation ribbon from the navigation icon or click on My account activity at the bottom of the Account Activity column (second column).
Consolidating other super account balances into this account.
Click the navigation ribbon icon (three horizontal bars) at the top right of screen. Click the Consolidate icon (sixth icon from the top of the ribbon).
If we have your TFN number, click the Find my super button and we will search the Australian Taxation Office (ATO) database in real time. You will get a message on the Consolidate page if we don’t hold your TFN, and you won’t be able to do a search. Provide your TFN through your Personal details page, then you will be able to do a search. The ATO search should take only a few minutes. Click the View your results link to view your results.
Any super accounts, including your current Equipsuper account or money held by the ATO will be shown in the results section. You can select the account and the amount(s) you wish to roll into your current Equip account, by checking the box against each account, then click Go at the bottom of the page. You will receive a summary screen, if you want to proceed, click Submit on the summary screen. You can then select accounts and amounts you wish to consolidate.
If you know your other account details (from an old statement) you can click the Manual search button, which will allow you to search on your previous super fund. Select the correct fund from the list by clicking the Add button. Your nominated other super will then be listed, insert the account number of your previous account and select the amount you wish to consolidate. Select the account and the amount to be consolidated and click Go at the bottom right of the page.
Click the navigation ribbon icon (three horizontal bars) at the top right of screen. Click the Beneficiaries icon (fifth from the top of the ribbon).
You can see any non-binding beneficiaries or binding nominations (or reversionary annuitant if you have a pension account) listed below, along with their relationship to you and the percentage of benefit allocated to them.
To update a preferred beneficiary click Edit, then click Add, insert the name, relationship to you, the amount of your benefit allocated to them and press Submit.
To update a binding nomination, you must complete a Binding death benefit nomination form, which you can download by clicking the form link located above the Beneficiaries table.
If you have made a reversionary nomination, you cannot change this once it has been made and your pension has commenced.
Using the Retirement income simulator.
Click the navigation ribbon icon (three horizontal bars) at the top right of screen. Click the Tools icon (third from the bottom of the ribbon). Click Retirement income simulator under the first tool icon on the page to launch the tool. Then follow the instructions.
Note you can also use the sliders in the Account Balance page, accessible from the Account Balance column (on the left of the dashboard).
Click View account balance two thirds of the way down the column. This brings up the sliders. Change various settings and click Update to see how scenarios can change your retirement outcomes.
Withdrawals (for Pension members).
Click the navigation ribbon icon (three horizontal bars) at the top right of screen. Click the Withdrawals icon (second from the bottom on the ribbon). Click Edit to update your annual pension payment amount or frequency details. Once you have confirmed your changes are correct, click Submit. Your receipt number and this request will show in your Account activity list.
If you have an allocated pension, you can request a lump sum withdrawal. Click Request a one off payment, then enter the amount. Confirm your request and click Submit to proceed.
Requesting a Centrelink schedule.
You can also access your Centrelink schedule from the Personal details page. Click Update your personal details, then be sure to tick box next to Find out more to Request a Centrelink schedule and be sure to hit Submit to send your request. You’ll receive a receipt number for this request which will be shown on your account activity page.