Existing Self Managed Super Funds

Many people, including members to the Rivkin Report, have existing SMSFs. 

We are more than happy to take over the administration of your fund, as it means you avoid the cost and hassle of having to re-establish another fund.

Depending on the fund, the time involved can vary greatly. It is important for us to gather all of the information on the fund, the members/trustees and all of the historical investment data. This is vital to ensure the funds compliance and to minimise tax obligations.

Our charge for taking over the administration of your fund is outlined in the Product & Price Schedule; however, please note we may need to provide a revised quotation in the case of complex situations. It is best to speak to our accounting team to discuss the issues and costs before making the final decision to transfer your SMSF to us.