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SMSF to SMSF Roll-Over Kit

 

DescriptionSoftcopy *
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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