Resource Centre
Transfer an existing SMSF
For existing SMSF trustees there often comes a time when for a number of reasons you decide to change your administistrator or accountant:
12 reasons to change administrators/accountants:
- Phone calls not returned promptly.
- Promises, expectations and agreed deadlines not met.
- Work not completed on a timely basis.
- Poor value.
- Proactive service not provided.
- Lack of personal chemistry and rapport.
- Mistakes and poor service.
- Difficulty being able to discuss any issues.
- Unexpected fees.
- Lack of technical knowledge.
- Limited resources and helpful guides
- Your SMSF has out-grown the administrator/accountant.
Many SMSF trustees stay with a poor administrator/accountant even though it causes them sleepless nights and costs them money. Why?
The steps taken when transferring your existing SMSF to Super Plus:
| DECIDE | Conclude you're not getting a quality service from existing provider |
| PREVIEW | Assess the Super Plus comprehensive service |
| See the "value for money" service | |
| INSTRUCT | Instruct Super Plus to get things happening (Complete our transfer form) |
| ACTION | Super Plus prepares a Termination Letter and an Ethical Clearance letter |
| We handle the change process (you're involved as much as you desire) | |
| We prepare an Administration Agreement, Duplicate Bank Statement request | |
| Fee & Tax Authority for agreed account e.g Macquarie CMA or DDH Graham | |
| REVIEW | We receive your fund records and review |
| UPDATE | We correct (where required) and bring the fund's financial statements up-to-date |
| RELAX | Regular accounting and reporting now occurs |
| You concentrate on investing, not administration |
SMSF consideration - Risks and Costs
Read this guide to refresh on some of the SMSF related risks and costs
Existing SMSF Transfer
Use this form to transfer an existing SMSF
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