XpressBLKSMSF Transfer
Services
Quick & Efficient SMSF Transfer
Ready to save time and money?
We understand that transferring an existing SMSF to another provider can be a daunting experience so we make this process as efficient and as pain free as possible. We have a dedicated Transition Team who work closely with you to ensure the transfer is finalised as quickly as possible.
We start by providing you with a fee quote for any prior or current year work via email. In order to do this, we will ask you the following questions.
- What will be the first financial year that you would like us to take over?
- What investments does your fund hold? For example, 10 listed shares, 1 property, 2 term deposits, 4 unlisted managed funds etc
- How many bank accounts and who are they with?
- Who is your broker?
- Is your SMSF paying a pension?
- Approximately how many transactions occur in the SMSF per year?
- Do you have a corporate trustee? If so, would you like us to handle the annual ASIC review?
Once a fee quote has been accepted and our client engagement form has been received, we will provide you with a welcome pack and make contact with your existing accountant or administrator to obtain all information needed to bring your fund up to date on our systems.
If you have any questions about our transfer process or how we can assist you, please don’t hesitate to contact us on 1300 216 890.
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- 1300 216 890
