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.