SMSF superfund - Transfer your existing Self Managed Super Fund
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Transfer your existing SMSF

Transfer your existing SMSF

If you have an existing self managed super fund (SMSF) and you’re not satisfied with your current SMSF provider or their fees, it’s easy and free to transfer to SMSF superfund. We will take care of the process and facilitate a quick and smooth transfer to take over the administration, accounting, taxation and audit functions of your existing SMSF.

 

You don’t have to speak to your current SMSF accountant or administrator before transferring to us; we will contact them for you and request for any SMSF files and documents that they are holding on your behalf to be transferred to us. Any additional information that is required to complete the transfer will need to be supplied by yourself. For a complete guide of the information required, please see the SMSF Transfer Checklist.

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When you transfer your existing SMSF to us, you can keep all your existing broking, bank and any other accounts already servicing your fund open and operating. We do not put any conditions on what investments or accounts you can have and we do not require you to open any new accounts.

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To transfer your existing SMSF, simply click on the “get started” button below:

 

Get Started

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After the transfer process of your SMSF is finalised, we will perform a free “health check” of your fund which includes:
1. Review of your existing trust deed
2. Ensure minutes and investment strategy are up to date
3. Check the ATO records to ensure lodgements are up to date
4. Check if there is any lost super for each member of the fund
5. If necessary ensure that pension documentation is complete
6. Review member statements to ensure member benefits have been correctly recorded
7. Review prior year financial statements and tax return

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