Ten+ Transfer Service

20/3/2017 11:22AM

Ten+ Transfer Service

If you’re a financial adviser/planner and transfer 10 or more SMSFs to Super Plus, we’ll do all the transfer paperwork and investment address changes for you!

Ten+ Transfer Service for financial advisers and planners transferring 10 or more SMSFs to Super Plus. We know advisers time is short and it can take time to arrange transfers between providers, that’s why we’ll do it all this for you when you transfer 10 or more SMSFs:

  • Prepare letters to clients
  • Prepare all investment change of address forms
  • Change company details for corporate trustees
  • Update ABN and ATO records

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