Looking for transferring SMSF?

Our first priority is to understand what matters most to you, so we can determine whether our services are the right fit for your needs. Once you submit your SMSF transfer request, we will begin onboarding your fund onto our specialist SMSF accounting platform and coordinate with your existing accountant or provider to obtain all necessary historical records.

We will also arrange any required data feed authorities and collect relevant transaction information to ensure your SMSF is fully up to date. Once everything is in place, you’ll be provided with secure online access—giving you full visibility and peace of mind that your SMSF is being managed efficiently and professionally.

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Request Transfer of SMSF

Please add the below details and send us your request for transfer. We don't charge any fee for transfer and monthly direct debit will start within 30 days from the transfer. If there are any lodgements pending for previous years, we'll quote you separately to finalise those lodgements.