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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