You are able to transfer your existing super benefits to your new Self Managed Superfund. The process to do this is as follows:

Step 1

To transfer your existing super benefits to your new Self Managed Superfund you will need to find out where your super is currently invested. You should be in receipt of annual statements from your current Superfund which should make this task relatively simple.

Step 2

Once you have found out where your current super is invested you will need to contact your current Superfund and request that "rollover" paperwork be forwarded to you. On receipt of the paperwork you will need to complete and forward the documentation to your current superfund. If you have any queries you can contact ESUPERFUND for help.

Step 3

Your current Superfund will send you a cheque representing your accumulated Superfund benefits. This cheque will need to be deposited into your ANZ V2 Plus Account. The account details for this Fund will be provided to you by ESUPERFUND when your Fund is established. The cheque can be either deposited directly with ANZ Bank or forwarded to us for deposit if preferred.

Step 4

Once you have deposited the proceeds of your existing super into your ANZ V2 Plus Account you can invest it. As a Trustee of your Superfund you will need to make the investment decisions on behalf of your Superfund.

To help you with completing the rollover forms to transfer your existing super benefit to your SMSF, please find detailed below answers to the most common queries we receive from clients:

What is my SPIN or Member Number:

When completing the rollover form you should answer this question (if applicable) with MEMBER 1 or MEMBER 2 or MEMBER 3 or MEMBER 4 depending on which member the rollover relates to. That is if you have setup a Fund with your Spouse you would be MEMBER 1 and your spouse would be MEMBER 2.

What is my SMSF SFN:

This number is not relevant and this field should be left blank.

What is my SMSF ABN:

Your SMSF ABN will be issued to your Fund by the ATO and we will notify you of this number immediately on receipt. As a general guide it can take up to 4 weeks after you have returned the signed setup documentation to our office for the ATO to issue the SMSF ABN.

What is the SMSF Address for Correspondence:

You can nominate your personal address or our address as the SMSF Address for Correspondence. This is entirely up to you.

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