Home » Questions you need to ask before rolling over superannuation to your SMSF

Questions you need to ask before rolling over superannuation to your SMSF

Questions you need to ask before rolling over superannuation to your SMSF

Rolling over superannuation TO your SMSF Questions you need to ask before rolling over superannuation to your SMSF

Lesson Content

0% Complete 0/6 Steps

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?

Join The Community

Enjoy the control and flexibilty that comes with managing your own super.