What to expect

Your account was transferred to Centric on 26 August 2023. Following a short blackout period of around 5 days, you will be able to access the Centric platform and log into your account if we have your email address on file. If we don’t have your email address on file, we’ll write to you to between 31 August to 11 September with the details you need to log in. We will then send you a comprehensive welcome pack via Aus Post after 18 September.

Please call or email us if you need more information. If you have an adviser, they can also support you through this change.

Here’s what to expect over the next few weeks:

Important things to do

• Provide us with your email address and mobile phone number (if you have one) by calling us

• Log into your Centric Client Portal to view your account after 4 September and check all of your details are correct. This video shows you how to log in, and outlines some of the Centric platform’s key features

• Let us know if any of your details need updating by calling or emailing us. Your adviser may also be able to assist

• If you have a Centric Super accumulation account and receive Superannuation Guarantee contributions from your employer, let your employer know about your new super fund. You’ll receive your Centric Super member number and a link to the form you’ll need to provide to your employer in the first email or letter from us, or you can fill the form in here and provide it to your employer if you’d prefer

• New Centric Super members are also encouraged to check their investment menu (Centric Choice or Centric One) and call us or your adviser (if you have one) if you have any questions or want to understand your options

• Re-establish any direct debit, BPAY or EFT contributions. We’ll provide your personalised EFT and BPAY codes in your comprehensive welcome pack. You can also access these codes on the Centric Client Portal

• If you pay for external insurance cover through your super, you’ll need to re-establish an ‘enduring rollover’ to ensure this payment continues. Contact your insurer for a ‘rollover authority form’ and submit your completed form to them as soon as possible

• If you have a death benefit nomination for your super, check the details of your nomination to ensure it continues to reflect your wishes. You can update it using this form if required

• If you haven’t provided your Tax File Number (TFN), you may wish to consider doing so with the Tax File Number declaration form

• If you had an encircle account linked with an eligible family member’s account, these linkages will generally have been applied to your Centric account(s) under a ‘household’. To explore adding another account to your household and benefiting from aggregated advice fees, please contact your adviser or reach out to us directly.