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Off Market Transfers
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How to Transfer Shares from your Individual Name to your SMSF

You can transfer ASX Listed Shares held in your personal name to your SMSF by completing an Off Market Transfer Form (see below).  For example if you own 500 BHP shares in your personal name and you wish to transfer these shares to your SMSF, you will need to complete an Off Market Transfer Form (OMT) and lodge this form with EBROKING. In the Off Market Transfer Form you will need to list the Purchaser of the Shares as your SMSF. You will not need to specifically state which Member the shares are being allocated to. This is done as part of the annual Checklist Process. 

 
 
EBROKING Off Market Transfer Fee

A standard fee of $55 per Off Market Transfer applies with EBROKING.  For example if you wish to transfer say BHP, CBA and ANZ from your personal name to your SMSF this will count as 3 Off Market Transfers.

  
 
EBROKING Off Market Transfer Form

An EBROKING Off Market Transfer Form can be found here.

 
 
Important Information

The tax implications of transferring shares via an Off Market Transfer must be carefully considered prior to undertaking this strategy and are detailed here.

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General Advice Warning

No Advice Express or Implied: The contents of this website are of a general nature only and have not been prepared to take into account any particular investor's objectives, financial situation or particular needs. ESUPERFUND does not provide financial product advice or recommend any financial products either expressly or implied. ESUPERFUND expressly states that it does not recommend, represent as suitable, or endorse any financial product or service available through ESUPERFUND. This applies equally to those financial products which are established for your SMSF when you become a client of ESUPERFUND. Any information provided in relation to any financial product or service available through ESUPERFUND is factual information only about the operation of the account and how data is made available to ESUPERFUND. Where this website refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice (see below) from a financial adviser before making any decision to purchase any financial product referred to on this website. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.

Seek Professional Advice from a Financial Adviser: ESUPERFUND is a no advice model and does not provide financial, legal or tax advice to clients. We recommend that you seek appropriate professional advice in view of your personal circumstances. A licensed financial adviser will consider your personal situation and make a recommendation suitable to your financial needs. All information detailed on our website is purely factual and is general in nature. Accordingly, you should not rely on it. It should always be remembered that Trustees are legally responsible for all the decisions made even if you obtain advice from a Financial Planner. Whilst a Financial Professional can provide advice and assistance you are ultimately responsible for the Fund.

Fees: Fees relating to operating your SMSF with ESUPERFUND are detailed on our fee page here. When setting up a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable), and Investment Fees.