Transfer your existing SMSF account

If you already have an Existing SMSF, SUPERVISION SMSF can attend to the ongoing compliance obligations for that SMSF.

The process to transition an Existing SMSF to SUPERVISION SMSF is detailed below.

  • 01

    Apply

    Complete our SMSF online Transfer Form. All information required is included in this application.

  • 02

    Transition

    Pending approval, Supervision SMSF will forward all documentation necessary to transition existing accounts to Supervision.

  • 03

    Confirmation

    Once we have transitioned your SMSF to SUPERVISION SMSF, a Final Transition Package will be forwarded to you.

  • 04

    Establish New

    Supervision will establish all of your SMSF transactional accounts including your bank account and trading accounts.

  • 05

    Invest

    Once your SMSF has been transitioned to Supervision SMSF you can begin to use the Supervision products on the SMSF menu.

What do I need to get started?

  • Make sure you have read the Important Documents
  • Have your Tax File Number ready
  • Have your Drivers Licence ready
  • Have your Credit Card ready

Need Help?

Supervision SMSF are here to help, so if you are having trouble with the questions in the SMSF application, it is better to consult with us to get it right than to finish incorrectly – Call today 1300 693 863

Contact us

Transfer Now

It only takes 10 minutes to apply

SMSF Establishment & Administration

All areas of this form are required to be completed correctly. Any omissions, corrections or changes to the application form may result in delays and/or additional fees.  Your SMSF specialist adviser can assist you or complete it on your behalf.

Please ensure that you read and understand the Terms & Conditions regarding the services this application relates to.  Once this application form has been completed, you will be directed to confirm your application and pay for the establishment of your new SMSF.