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.

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1. Apply

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

2. Transition

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

3. Confirmation

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

4. Establish New

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

5. Invest

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

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

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 1800 693 863

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Existing Fund Details
SMSF Name*
Please enter your SMSF name printed on your current Trust Deed.
SMSF ABN*
SMSF TFN*
Primary Contact*
This is the person and address that physical documentation will be sent - if required. Postage to additional members will be the responsibility of the trustees.
First Last
Postal Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Email*
Phone*
Date Fund Established*
DD slash MM slash YYYY
Fund Pension Status*
Please enter the status of your fund in regards to pensions and accumulation.
Current SMSF Bank Details*
Please select from the drop down of banks. If your bank is not displayed, please select "Other".
- ANZ
- CBA
- Macquarie
- NAB
- Westpac
- Other
Account No
BSB

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How many Members does your SMSF have?*
Number of members will equal number of Directors. All members of the fund must be directors of your SMSF company.
Type of Trustee*
If there is only 1 member in your fund, you must have a Corporate Trustee.
- Individual
- Corporate
Please select your service package*
Our “Take Control” package is not available for existing funds.
Do you have a financial adviser that will assist you with your SMSF?*
- Yes
- No
Adviser Details
Advisers Name*
First Last
Adviser Company*
Adviser Post Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Adviser Email*
Adviser Phone*
Please advise how you would like us to provide your personal information provided in this application and any continuing communication regarding services provided to you.*
- Please provide information and deal with my Adviser Only
- Please provide information and deal with Trustees Only
- Please provide information and deal with both Adviser and Trustees
Adviser Request
Adviser Request*
- Yes, I would like a SMSF Specialist Adviser to contact me and agree for you to provide information in this application as necessary.
- No, I do not wish to be contacted by an SMSF Specialist Advisor at this time.

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Applicant Details
Please provide details of who can be contacted regarding this application request.
Applicant Name*
First Last
Applicant Email*
Contact Telephone*
In what capacity are you making application?*
- Trustee/Director
- Adviser
Applicant Confirmation & Declarations
This application will only be accepted where all the following declarations can be being given by the applicant.*
- I hold due & the proper authority from each and all Member Trustee/Directors to provide the information and submit this application and all information provided in this application is true & correct.
- All Member Trustee/Directors in this application have read all necessary financial product Important Documents and agree to Supervision Terms & Conditions Ver. 5.5
- Supervision SMSF has not provided any financial product or legal advice to any Member Trustee/Directors in respect to this application, including the establishment of an SMSF or any financial product/service offered by Supervision SMSF.
- The submission of this application is an instruction and engagement for Supervision SMSF to provide an execution service only
- All Member Trustee/Directors have read and give consent for any personal information provided to be used for the purposes of services requested by this application in accordance with the Supervision SMSF Privacy Statement.
Email
This field is for validation purposes and should be left unchanged.

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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.

Country	Citizen	Tax Resident	Primary Tax Resident	Tax Identification Number (TIN)

Country	Citizen	Tax Resident	Primary Tax Resident	Tax Identification Number (TIN)

Country	Citizen	Tax Resident	Primary Tax Resident	Tax Identification Number (TIN)

Country	Citizen	Tax Resident	Primary Tax Resident	Tax Identification Number (TIN)

Transfer your existing SMSF account

1. Apply

2. Transition

3. Confirmation

4. Establish New

5. Invest

What do I need to get started?

Need Help?

Transfer Now

Existing Fund Details

Adviser Details

Adviser Request

Existing Corporate Trustee

Member Trustee or Director Details 1

Member Trustee or Director Details 2

Member Trustee or Director Details 3

Member Trustee or Director Details 4

Current Administrator/Accountant

Applicant Details

Applicant Confirmation & Declarations

SMSF Establishment & Administration

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