Transferring Funds Out of your SMSF

You can also send Funds as a roll over from your SMSF back to a retail fund. The process of doing so is largely the same as when you roll Funds into your SMSF. The form you need to fill out and send (from your SMSF to the retail fund) is called a Rollover Benefits Statement.

To download the instructions, click here.

If you are one of our Clients, we can fill in the Rollover Benefit Statement for you. All Trustees have to do is to provide us with the documents required to lodge the annual Tax Return and we will prepare the statement for you.

 

 

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Peace Of Mind

We are Melbourne based with clients throughout Australia. Our SMSF administration service is mostly paperless. This enable us to charge a fair fee, resulting in a good value-proposition for you.

No Advice

Superannuation Warehouse is an accounting firm and do not provide financial advice. All information provided has being prepared without taking into account of the Trustees’ objectives, financial situation or needs. Because of that, Trustees are advised to consider their own circumstances before engaging our services.

SMSF Topics