iCare Super offers free transfer services for all trustees/members who have existing SMSF.
Our free transfer services including the following and make your transfer free of worries:
- contact trustees to check what SMSF documentation they have
- email and post ethical clearance letter to the SMSF accountants or SMSF administrators to request the files to be transferred to iCare Super
- pay the express post costs and arrange courier services at our costs to bring SMSF files to us from other SMSF service providers
- check previous financial reports and tax return for material errors and amend them if necessary
- appoint a new independent SMSF auditor for the SMSF with trustees’ approval
- set up the existing fund in our administration system, including client management system, ATO, ASIC and SMSF accounting softwares.
We are one of the few SMSF service provider who still free transfer services, and we believe the trustees should take this opportunity when they seek low costs SMSF specialist services.