Hi @BlueMonday,
It's possible to do what you're asking - a rollover or partial rollover of your super between funds yourself, however:
- you'll first need to talk to the superfund that currently holds the funds, and
- it’s important to understand that this may not change how the DASP tax rate is worked out.
I'd also recommend contacting the receiving super fund. You can ask how they assess WHM and non‑WHM amounts before making any changes.
The DASP tax rate is based on your visa history, and whether any super payment/s include amounts linked to a period when you held a working holiday maker (WHM) visa.
Each super fund assesses the tax rate separately, based on what’s held in that fund at the time you lodge your DASP claim, this means if a superfund holds:
- any contributions from your WHM visa period the WHM DASP tax rate will apply to the payment from that fund
- contributions from a non‑WHM visa period (for example, a 482 visa) the ordinary DASP tax rates should apply to that fund’s payment.
Super funds apply the tax rate using visa info they receive from us when you lodge your DASP application claim.
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