SMSF Transfer

We understand that transferring your SMSF to a new provider can be a job that’s put in the too hard basket but that doesn’t need to be the case with SuperGuardian.

With our dedicated Transitions Team we ensure the process if as efficient and pain free as possible. They will work closely with your Client Manager to ensure you are kept up to date every step of the way.

We make contact with your existing accountant to obtain all information needed to bring your fund up to date on our systems.

To view a copy of our existing fund timeline please provide us with your contact details.

FAQ

To provide you with a quote we request a summary of the accounts and investments held by the SMSF and will also confirm the first financial year.

Yes we certainly can. We will provide them with an ethical letter which outlines all the information and documentation we need to bring your fund up to date on our systems.

We are unable to specify an exact timeframe as we are relying on your existing Accountant to provide us with the information needed but our dedicated Transitions Team is responsible for ensuring a smooth, quick and efficient transfer.

Yes we certainly can. Once your fund is up and running on our system and the transfer is complete, we will arrange a health check and provide you with the results.

We will allocate you a qualified and dedicated Client Manager who will be your one point of contact for any questions you have. You can contact them by phone, email or zoom.

Let’s Talk

If you would like to find out further information on the SuperGuardian service
please give us a call.

Sydney

Level 13, 333 George Street
Sydney NSW 2000

Melbourne

Level 21, 567 Collins Street
Melbourne VIC 3000

Adelaide

65 Gilbert Street
Adelaide SA 5000

We are open: Monday – Friday 8:30 AM – 5:00 PM (ACDT)

Related services

SMSF Establishment

SuperGuardian facilitates quick and simple establishment of your self-managed super fund.

SG Daily Administration

If you want to enjoy the benefits of running an SMSF without worrying about the day to day administration then the SuperGuardian Daily Service is ideal.

Request a copy of SuperGuardian Fund Timeline

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