Step by step for pensioners

Starting is as easy as 1 - 2 - 3

1. Decide how much you would like to be paid each year
2. Choose how you want your money invested
3. Decide who should get your money if you die (and how they should be paid).

To start an ESI Super Income Stream you need to be a member of ESI Super and have a balance of at least $30,000. You can rollover other super accounts or make lump sum contributions to your ESI Super account before opening your ESI Super Income Stream. To get started, you will need to read the ESI Super Income Stream PDS which also contains the Member application Form and other applicable forms.

If you want to start an ESI Super Income Stream …

… and you are retiring (or already retired)

Simply complete the following forms:

• A Benefit payment request form (for your existing account)
• An ESI Super Income Stream Member application form, and
• A Tax file number declaration form (available from the Australian Taxation Office or from ESI Super.

… as part of a Transition to Retirement strategy

Simply complete an Income Stream application form (which can be found in the back of the Income Stream PDS) and indicate that you would like to commence a transition to reitrement strategy.

… but you want to use money from other super accounts

You will need to transfer the other super money into ESI Super first. Simply complete a Transfer your super Form and return it to ESI Super. We will take care of the rest.