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.
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.