| 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.
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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