Transferring your SMSF
Whether you are transferring SMSF from your personal accountant or another administrator, we are happy to transition you to our online platform that not only handles the Tax, Compliance and annual audit but also provides you with daily online reporting!
As industry professionals and SMSF experts, our aim when transferring an existing super fund is to make the transfer as quick and efficient as possible. That is why we have a transfer team of specialists to oversee transfer of existing funds.
Looking to transfer your SMSF to Xpress Super? Please follow the below steps to get started.
If you are looking for us to take over the accounting for the previous or current financial year, please send a copy of your most recent financial statements to email@example.com. We will review the assets held in your SMSF and provide you with a quote.
Sign up to Xpress Super by completing our online engagement form
Upon acceptance of our quote, please apply online using our engagement form which will only take you 10 minutes to complete.
Welcome to Xpress Super
Once we have received your online engagement form, we will prepare your welcome pack which includes prefilled account opening forms, a broker transfer (if applicable) and further information on our services. We require you to sign and return the documents to us in order to proceed with the transfer.
Utilising our service providers
As you know, in order to move to Xpress Super, your fund will utilise the service providers embedded within our platform. This may mean you are will need to close your current cash and trading account and move across to our providers. We assist you with this transfer to make it as seamless as possible.
Contacting your previous provider
As part of our welcome pack, we will provide you with a cancellation letter to provide to your previous accountant/administrator. We will contact your current provider and request all documentation for your super fund and ensure they are loaded onto our system as soon as possible.
Your SMSF reports
Once we have received all documentation from your previous accountant and have brought the transactions up to date on our systems, we will be able to provide you with online access to your SMSF reports. A demo of these reports can be viewed on this page.
Now the transfer is complete and you can enjoy the many benefits of being on the Xpress Super platform!
For further information, please read through our fact sheet on transferring an SMSF or simply call us and we will be happy to answer any questions you may have.