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SMSF to SMSF Roll-Over Kit

 

DescriptionSoftcopy only
SMSF to SMSF Roll-Over Kit$330

This Kit provides a single-use licence only for one member of one SMSF (eg, to document one SMSF to SMSF roll-over for one SMSF member).

Overview

Contains guidance and template documentation to roll-over a lump sum from one SMSF to another SMSF.

What’s included

  • guidance on how to complete the documents and a completion checklist
  • necessary forms including:
    • member’s request to roll-over
    • confirmation to member from receiving fund
    • trustee resolutions
    • relevant ATO form
    • spreadsheet to assist with calculations

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