Over 10 years we help companies reach their financial and branding goals. Maxbizz is a values-driven consulting agency dedicated.

Gallery

Contact

+1-800-456-478-23

411 University St, Seattle

maxbizz@mail.com

Twitter Facebook-f Pinterest-p Instagram

SMSF Transfer

Change, is now easier than ever.

Transfer to Connect SMSF with just a few clicks

The process of changing SMSF accountants has been made seamlessly simple with your convenience in mind.

Transfer Process

Tell Us Your Needs

Tell Us Your Needs

One size definitely does not fit all.

Let us identify your SMSF’s requirements and needs in order for us to provide the ideal package options for your consideration.

Choose Your Ideal Package

Choose Your Ideal Package

Get full transparency and clarity with our flat-fee SMSF accounting packages.

With Connect SMSF you can choose the ideal package that covers what your SMSF truly needs.

Transfer Form

Transfer Form

Upon confirmation of your preferred package and service, its time to commence the transfer of your SMSF.

Scroll down to view and fill up our online SMSF transfer form. Be sure to provide as much information as you have available to speed up the transfer process!

Sit Back And Relax

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.

Need help?

We understand the process of switching accountants can seem painful. Having a conversation with a real human is the best way to start. Connect SMSF can assist you with the necessary documentation so your new accountant can continue the process seamlessly. You can phone us on 03 9005 6066 during business hours or email contact@connectsmsf.com.au anytime. Or book a time for a more detailed chat below:

10 mins

A quick chat to ask a question or learn more.
Book 10 Minute Call

TRANSFER YOUR SMSF TO CONNECT SMSF

Please submit the relevant information and documents regarding your existing SMSF to complete the transfer process.

Please provide as much information as you can to help us get your SMSF up and running on our system in the quickest possible time. All of your details will be kept confidential, and only used by our staff for the purpose of establishing your SMSF with us.

SMSF Transfer

Your Details

If you've been provided with a referral code, please enter it here.

SMSF Details

The TFN can be located from most ATO correspondence or the last tax return of your SMSF. If you don't have it - that's OK we can locate for you.
Tip: You can locate the ABN of your SMSF by using Superfund Lookup
If this is blank it's OK. It will only show a value where you first completed our SMSF fee calculator and then click on the link in the email you received from us.
Does the SMSF have individual trustees or a company trustee? 
This can generally be determined by looking at the most recent version of your SMSF trust deed.
This will typically your names.
Tip: You can locate the ACN of your company by searching ASIC
Address Details
Physcial address is the same?

Your SMSF Documents

In this section you can securely upload the documents we will need to take over the ongoing administration of your SMSF. 

If you don't have some of the documents listed - that's OK. We can request them from your existing accountant or SMSF provider.

Please select the documents you have available to upload (signed copies are preferred, but unsigned copies are also OK):
Maximum upload size: 5MB
Maximum upload size: 5MB
Maximum upload size: 5MB
Maximum upload size: 5MB
Maximum upload size: 5MB
Maximum upload size: 5MB
Maximum upload size: 5MB
Maximum upload size: 5MB
Maximum upload size: 5MB
Maximum upload size: 5MB
Maximum upload size: 5MB
Maximum upload size: 5MB
Thank you. We will need to contact your previous accountant / SMSF administration provider to obtain the necessary documents.

Previous Accountant / Administrator Details

We can contact your previous accountant / SMSF administrator and request they provide us with key records and documents as listed above.
 
We can liaise with them directly so you don't have to, however if you don't want us to contact them (or delay on contacting them) for any reason, please indicate that Grow should NOT contact them below.
Do you authorise Connect SMSF to contact your previous (existing) accountant or administrator? 
Understood. We will not contact your existing / previous accountant or SMSF provider.
 
Please provide information or more detail in the 'Other Information' box at the end of this form (e.g. "We are waiting on them to complete the accounts for 20XX before we inform them that we've appointed a different provider to look after our SMSF.")

Details of the bank accounts and investments of the SMSF

At Connect SMSF we are all about making the administration of your SMSF as easy as possible to enable you to focus on the more important things.
 
By providing details of the accounts and investment platforms / brokers you utilise, we can prepare the necessary authority forms to enable us to activate the transactional data feeds for your SMSF.
 
This is key in enabling us to look after your SMSF in the most efficient way and has a direct impact on the fees you pay (makes them lower!) but more importantly the level of service and advice we can provide you.
Would you like to provide details of your SMSF bank and investment accounts now?
Bank Account Details
Add another bank account?
Add another bank account?
Add another bank account?
If you have more than three bank accounts, please provide details in the "Other Investments" box below. The name of the bank, BSB and account number is the key information we need.
Direct Equities Account Details (where applicable)
If you have more than one broker account, please provide details in the "Other Investments" box below. The name of the provider, account number and contact person (if applicable) is the key information we need.

Portfolio / Wrap Account Details (where applicable)

Other Investments (where applicable)

Other Information