Transfer an existing SMSF

If you have any questions please do not hesitate to contact us on 1300 809 933.

To provide us with the details we need to ensure a smooth transition to our service for an existing SMSF.

Step 1 of 3

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*
Day
Month
Year
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*
Day
Month
Year
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*
Day
Month
Year
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*
Please enter TFN without spaces. TBA is not a valid answer.
Is Member 1 a trustee or trustee/director?*
- Yes
- No
Member 2 Name*
Prefix First Middle Last
Member 2 Have they ever changed their name?*
- Yes
- No
Member 2 What was the prior name?
Member 2 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*
Day
Month
Year
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*
Please enter TFN without spaces. TBA is not a valid response.
Is Member 2 a trustee or trustee/director?*
- Yes
- No
Member 3 Name*
Prefix First Middle Last
Member 3 Have they ever changed their name?*
- Yes
- No
Member 3 What was the prior name?*
Member 3 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*
Day
Month
Year
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*
Please enter TFN without spaces. TBA is not a valid response.
Is Member 3 a trustee or trustee/director?*
- Yes
- No
Member 4 Name*
Prefix First Middle Last
Member 4 Have they ever changed their name?
- Yes
- No
Member 4 What was the prior name?
Member 4 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*
Day
Month
Year
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
Member 4 TFN*
Please enter TFN without spaces. TBA is not a valid response.
Is Member 4 a trustee or trustee/director?*
- Yes
- No
Member 5 Name*
Prefix First Middle Last
Member 5 Have they ever changed their name?
- Yes
- No
Member 5 What was the prior name?
Member 5 Is the street address the same as member 1?*
- Yes
- No
Member 5 street address*
Street Address City State / Province / Region ZIP / Postal Code Country
Member 5 Mobile Phone Number*
Member 5 Email Address*
Member 5 Gender*
- Male
- Female
Member 5 Date of Birth*
Day
Month
Year
Member 5 Specific Occupation
Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Member 5 Town & Country of Birth*
City Country
Member 5 TFN*
Please enter TFN without spaces. TBA is not a valid response.
Member 6 Name*
Prefix First Middle Last
Member 6 Have they ever changed their name?
- Yes
- No
Member 6 What was the prior name?
Member 6 Is the street address the same as member 1?*
- Yes
- No
Member 6 street address*
Street Address City State / Province / Region ZIP / Postal Code Country
Member 6 Mobile Phone Number*
Member 6 Email Address*
Member 6 Gender*
- Male
- Female
Member 6 Date of Birth*
Day
Month
Year
Member 6 Specific Occupation
Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Member 6 Town & Country of Birth*
City Country
Member 6 TFN*
Please enter TFN without spaces. TBA is not a valid response.
Is Member 6 a trustee or trustee/director?*
- Yes
- No

Save and Continue Later

Transfer an existing SMSF

If you have any questions please do not hesitate to contact us on 1300 809 933.

Step 1 of 3

Order Details:

Fund Details:

Member details

Previous Administrator/ Accountant Details

Investments

Elevate your SMSF Business Strategy with our unique SMSF Enhancement Tools.