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SMSF Transfer

Transferring your existing SMSF to iCare Super is easy and free!We will take care of the process and facilitate a quick and smooth transfer of your self-managed super fundto iCare Super. You don’t have to speak to your current SMSF accountant / administrator before transferring to us.Where an existing SMSF has previous activity that needs to be accounted for, we will undertake the work to set up your SMSF in our advanced administration system free of charge!

To transfer your existing SMSF, simply complete the form with your information below:

Super Fund Name:
Super Fund TFN:
Super Fund ABN:
Your name:
Email:
Phone:
Mobile Phone:
Previous Accountant/Administrator information
Contact person:
Firm Name:
Postal Address:
Phone:
Fax:
Email:


After the take-over of your SMSF processing is finalised, as your new administrator, we will perform a “health check” of your fund which includes:

  1. Review and if necessary, update your existing trust deed
  2. Ensure minutes and investment strategy are up to date
  3. Check the ATO records to ensure lodgements are up to date
  4. Check if there are any lost super for every member
  5. Ensure that pension documentation is complete
  6. Review member statements to ensure member benefits have been correctly recorded
  7. Review prior year financial statements and tax return

All the above services are free of charge when transferring to iCare Super!

 

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