If you apply to transition your SMSF to ESUPERFUND on or before 15 March, 2010, the transition process is FREE.
ESUPERFUND attends to all aspects of the Transition Process
Our Free SMSF Transition Offer includes attending to ALL requirements to transition your SMSF to ESUPERFUND including providing the following:
> An Updated Trust Deed. ESUPERFUND requires that all clients use the same Trust Deed to ensure that your Fund has a complying Deed in the event of an ATO audit.
> Documentation to transition to an ANZ V2 Plus Bank Account as your Fund's Transaction Bank Account
> Documentation to transition to Comsec as your Fund's Share Trading Platform
> Documentation to transition all existing stock held with Brokers to the new Comsec Share Trading Account
> Lodgement of an Election to appoint ESUPERFUND as your Fund's Tax Agent and Accountant
> Recording all prior year balances and tax history for your SMSF
Our FREE Transition Offer applies only to Existing SMSF applications submitted on or before 15 March, 2010. For example if you apply online on or before 15 March, 2010, however your Fund is transitioned after that date you will still qualify for our FREE Transition Offer.