Transferring an existing SMSF

Transferring an existing SMSF

You may already have an SMSF that is administered by another provider or by your accountant. If you would like to transfer the administration to SuperConcepts we can help make the process simple. This will include:

  • Updating the trust deed for your SMSF
  • Appointing a new auditor
  • Completing the previous year’s tax return (if required)
  • Arranging for the establishment of a new linked cash account (if required)

 


Register for our SMSF Insights program

Our SMSF insights explain the differences between SMSFs and other super options and the ins and outs of operating an SMSF.

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