| Description | Softcopy * |
|---|---|
| SMSF to SMSF Roll-Over Kit | $440 |
| * Pricing includes GST | |
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).
This Kit does not cover death benefit rollovers. Expert advice should be obtained before the documentation of a death benefit rollover.
Overview
Contains guidance and template documentation to roll-over a lump sum from one SMSF to another SMSF.
If the transfer involves a transfer of assets, this Kit provides a list of items that should be considered, including reference to super law, taxation and other considerations.
This Kit has also been updated for the proposed SuperStream changes.
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
- An Excel spreadsheet with two Worksheets to assist with:
- calculating the taxable and tax free components of the rollover; and
- if assets are to be rolled over, a suggested Annexure to attach to the Schedule that list details of each asset if there is insufficient space at item G of the Schedule
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