Lesson Topics
- Question 1 – Ensure a member has considered the advantages and disadvantages of rolling their superannuation out of an APRA-regulated fund?
- Question 2 – Do your SMSF's details appear on Super Fund Lookup?
- Question 3 – Have you checked your SMSF trust deed?
- Question 4 – Has the member provided your SMSF details to their employer?
- Question 5 – Has a rollover form been completed and provided?
- Question 6 – Have you received a rollover benefits statement?
