How to transition an existing SMSF client to Superfund Wholesale

Please user the SMSF Transfer form located in the Adviser Area of our website:

http://www.superfundwholesale.com.au/Forms/smsf-transfer

If there are a large number of SMSFs to be transferred from a single provider (i.e. a former accountant or administrator) please contact us and we will organise for the client records and data to be transferred in bulk.

You can also download a simple transfer form / checklist here: 

https://superfundwholesale.box.com/SMSFTransferForm

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