Sit Back And Relax
Completed your SMSF transfer request? Sit back and relax, while we on-board your fund onto our specialised SMSF accounting platform. We’ll also get in touch with your previous accountant / provider to obtain the necessary records.
We will also issue you with any data feed authority forms and obtain relevant transaction information to bring your SMSF up to date. Once that’s done, we’ll provide you with an online access for your account in order for your to view your account at your convenience.