| 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
- Link to relevant ATO form
- An Excel spreadsheet with two Worksheets to assist with:
-
- Calculating the taxable and tax free components of the rollover; and
- A schedule of asset details that are rolled over
