SMSF Transfer

We understand that transferring your SMSF to a new provider can be a job that’s put in the too hard basket but that doesn’t need to be the case with Eminent SMSF Solutions.

Our dedicated team will ensure the process if as efficient and pain free as possible. They will work closely with your current administrator to ensure you are kept up to date every step of the way.

We arrange contact with your existing accountant/administrator to obtain all information needed to bring your fund up to date on our system.

Complete our Client Engagement Form


What information do you need to provide me with a quote?

To provide you with a quote we request a summary of the accounts and investments held by the SMSF and will also confirm the first financial year.

Will you make contact with my current Accountant/Administrator?

Yes, we certainly can. Subject to your authorisation, we will provide them with an Ethical Clearance Letter which outlines all the information and documentation we need to bring your fund up to date on our systems.

How long will the transfer take?

We are unable to specify an exact timeframe as we are relying on your existing Accountant to provide us with the information needed but our dedicated Transitions Team is responsible for ensuring a smooth, quick, and efficient transfer.

Will you do a health check on my fund?

Yes we certainly can. Once your fund is up and running on our system and the transfer is complete, we will arrange a health check and provide you with the results.

Who can I contact if I have any questions?

We will allocate Kubra Ozdil to you who is a qualified and dedicated Tax Agent. She will be your one point of contact for any questions or queries you might have. You can contact her by phone, email or MS Teams.

Let's get started

Send us a message if you prefer to talk it through.