08 February 2012

rollover

Days blur. Late at night on the phone my good woman asks what I did today. I can’t remember beyond mid-afternoon and have to dredge up the day’s events. Eating is a given, but everything else sounds as if it might occupy about five to ten minutes. But it’s not like that.

This morning I roll over my superannuation. Nearly two months after the free financial consultation granted me by HealthSuper on turning 60, I consolidate my super. I pay exorbitant fees on my largest fund, OnePath. It will attract a management fee about a quarter the amount in HealthSuper. It’s simple: just fill in the form and post it. The reality is something else.

I extract the latest statements from my three super funds from the filing cabinet. I fire up the interweb and Skype on the laptop—my desktop has no camera or mike—and call OnePath in Sydney, but dial the fax number by mistake. At the second attempt a disembodied voice guides me through six menus until I reach a disinterested human three minutes later.

Fifteen seconds is all it takes for my question and her answer: No, there is no exit fee. I slide the chair across to the desktop and summon up the HealthSuper website. My login fails and fails again. At the third stroke I’m allowed in. I click the Forms tab and scroll up and down, open several documents that aren’t what I’m after, until I find the rollover form. I copy it to my desktop and hit Print.

I sit in the comfy chair with a cuppa and the rollover form, carefully placing block letters in the boxes. They want the From fund’s ABN and other obscurities. I must photocopy my passport and have an authorised person verify that they viewed the original and it matches the copy I made.

My cup runneth over: my good woman is a registered psychologist and may sign the verification. So too may someone who has worked at the post office continuously for five years, a charlatan chiropractor or a trade marks attorney. Actresses, civil engineers and personal trainers are unworthy. I address and stamp an envelope and it’s time for lunch.

No wonder days blur.

Rock on.   

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