Apply to Transfer your SMSF online
Transfering the administration of your existing self managed superannuation fund to SuperConcepts needs to be considered and thought out prior to onboarding.
When you are ready to transfer a fund it will help to have your most recent Fund Tax Return available. This will contain the necessary fund details required to complete the application form online. It will also help if you have the following things handy:- the names, dates of birth, address details and tax file numbers of each member
- if you currently have someone else administering your fund for you, their contact details so we can contact them to initiate the transfer
- documents you can use to identify yourself including drivers license, Medicare cards and passports for each member. You won't need all of these, just enough for us to establish your identity
If you get stuck while onboarding we are here to help. You can also save and resume your application at a later time - just remember your email address and password.