SMSF Transfer
Services
Quick & Efficient SMSF Transfer
Ready to save time and money?
We understand that transferring an existing SMSF to another provider can be a daunting experience, that’s why we have designed our processes to remove as much work from you as possible. The transfer process is diligently managed by our dedicated Transition Team who work closely with you to make this an efficient and pain-free experience.
Our process starts by providing you with an obligation-free quote for any outstanding tax lodgements, and the current financial year. To do this, we will ask you the following questions:
- What year was the last lodged tax return for the SMSF?
- What investments are held in your SMSF? For example; 3 bank accounts, 10 ASX listed shares, 1 property, etc.
- Which banks are the above accounts held with?
- Which share broker do you use?
- Does your SMSF pay a pension?
- Does your SMSF have a corporate trustee? If so, would you like us to handle the annual ASIC review?
If you accept the quote sent to you and proceed to complete our Online Engagement Form, we will provide you with an invoice and Welcome Pack to progress on the next steps. At this time, we will also open a line of communication with your previous accountant to obtain the information they hold for your SMSF.
If you have any questions about our transfer process or how we can assist you, please don’t hesitate to contact us on 1300 216 890.
Looking to Establish an SMSF or Transfer an existing SMSF?
Talk to one of our experts, we’re here to help!
We are open: Monday – Friday 8:30 AM – 5:00 PM (ACST)
Adelaide
65 Gilbert Street
Adelaide SA 5000
