Contributions & Rollovers

Superannuation Rollover From Your SMSF

Superannuation Rollover From Your SMSF A superannuation rollover is when a member transfers some or all of their existing super between funds. This means a member can transfer superannuation benefits from their SMSF to another complying fund, even though they may not satisfy a ‘condition of release’. To help you navigate this along with super…

Rolling over superannuation TO your SMSF

Rolling over superannuation TO your SMSF A member can rollover or transfer their superannuation benefits to another complying fund, even though they may not satisfy a ‘condition of release’. This step-by-step guide will help ensure that a rollover of a member’s entire superannuation balance from an APRA-regulated superannuation fund to an SMSF satisfies the superannuation…