SMSF to SMSF Roll-Over Kit

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