Transfer an existing SMSF

Member details
Are all Individual Trustees Members?*
- Yes
- No
Are all the Directors members of the SMSF*
- Yes
- No
Are there situations we should be aware of?*
Any information in regards to Alternate Directors/ EPOAs etc.
Non-Member Director name*
Prefix First Middle Last
Non-Member Director gender*
- Male
- Female
Non-member Director street address*
Street Address City State / Province / Region ZIP / Postal Code Country
Non-member Director Date of Birth*

DD
MM
YYYY
Non-member Director Specific Occupation*
Please be as detailed as possible, we cannot accept "Manager" we require the Industry as well.
Non-Member Director Town & State of Birth*
City State / Province / Region Country
Non-Member Director mobile phone*
Non-Member Director email address*
Non-Member Trustee Name*
Prefix First Middle Last
Non-member Trustee gender*
- Male
- Female
Non-member Trustee street address*
Street Address City State / Province / Region ZIP / Postal Code Country
Non-member Trustee Date of Birth*

DD
MM
YYYY
Non-member Trustee Email*
Non-member Trustee Mobile Phone*
How many members in the fund*
Member 1 Name*
Prefix First Middle Last
Member 1 Have they ever changed their name?
- Yes
- No
Member 1 What was the prior name?
Member 1 Street Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Member 1 Mobile Phone Number*
Member 1 Email Address*
Member 1 Gender*
- Male
- Female
Member 1 Date of birth*

DD
MM
YYYY
Member 1 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Member 1 Town & Country of birth*
City Country
Member 1 TFN*
Member 2 Name*
Prefix First Middle Last
Member 2 Have they ever changed their name?*
- Yes
- No
Member 2 What was the prior name?
Is the street address the same as member 1?*
- Yes
- No
Member 2 street address*
Street Address City State / Province / Region ZIP / Postal Code Country
Member 2 mobile phone number*
Member 2 email address*
Member 2 Gender*
- Male
- Female
Member 2 date of birth*

DD
MM
YYYY
Member 2 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require detailed about the Industry as well.
Member 2 Town & Country of Birth*
City Country
Member 2 TFN*
Member 3 Name*
Prefix First Middle Last
Member 3 Have they ever changed their name?*
- Yes
- No
Member 3 What was the prior name?*
Is the street address the same as member 1?*
- Yes
- No
Member 3 street address*
Street Address City State / Province / Region ZIP / Postal Code Country
Member 3 Mobile Phone Number*
Member 3 Email Address*
Member 3 Gender*
- Male
- Female
Member 3 Date of Birth*

DD
MM
YYYY
Member 3 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Member 3 Town & Country of Birth*
City Country
Member 3 TFN*
Member 4 Name*
Prefix First Middle Last
Member 4 Have they ever changed their name?
- Yes
- No
Member 4 What was the prior name?
Is the street address the same as member 1?*
- Yes
- No
Member 4 street address*
Street Address City State / Province / Region ZIP / Postal Code Country
Member 4 Mobile Phone Number*
Member 4 Email Address*
Member 4 Gender*
- Male
- Female
Member 4 Date of Birth*

DD
MM
YYYY
Member 4 Specific Occupation
Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Member 4 Town & Country of Birth*
City Country

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Client contact options*
- SMSF Alliance have no contact with your clients. This means that all correspondence and queries are between your office and ourselves.
- SMSF Alliance correspond directly with your clients for non-investment matters. Under this arrangement we will still request clarification on unmatched items from you first.
Would you like your client forms to be sent via electronic signing?*
- Yes
- No
Would you like us to change the listed investments & managed funds addresses to our address?*
We can update the investment addresses to our address, there is no additional cost involved in our being the postal address and all information received is available in our document store. We will update your office or designated contact on any share offers or corporate actions upon receipt.
- Yes
- No
Previous Administrator/ Accountant Details
Previous Administrator/ Accountant Company Name*
Previous Administrator/ Accountant contact Email*
Previous Administrator/ Accountant Address
Street Address City State / Province / Region ZIP / Postal Code Country
Is there a dashboard or client portal available?*
Is there a dashboard or client portal available with the prior administrator from which we could download financials, establishment and source documents?
- Yes
- No
Weblink to access Client Portal?*
Please provide your login details to this dashboard.
We'll only use these to download the various documents we require.
What Financial Year will we be taking over from?*
eg 2019/20
Super Fund Bank Institution*
To be able to produce the data feed authority for signing please provide the bank details below. Please provide the bank the account is held with
Super Fund Bank Account Name*
Super Fund BSB*
Super Fund Account Number*
Wrap Product Name
Please supply any Wraps the fund currently has. If it is more than one please supply the information for the subsequent Wrap Accounts in the "Additional Information" box below.
Wrap Account Number
Wrap Client ID
Additional information

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Transfer an existing SMSF

Step 1 of 3

Order Details:

Fund Details:

Member details

Previous Administrator/ Accountant Details

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