Process of transferring from another SMSF administrator who uses Class Super

Where you are looking to transfer a number of existing SMSF clients from another administrator who uses Class Super, there is a process which may assist and expediate the process.

Please refer to the Business to Business Transfer process document below.

Note that the option to transfer Class Super data from one SMSF administrator to another rests entirely with the outgoing administrator - they have to authorise the transfer of data to Superfund Wholesale.

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