Key things you need to know about an SMSF

Transferring an existing SMSF

You may already have an SMSF that is administered by another provider or by your accountant. If you would like to transfer the administration to AMP SMSF we can help make the process simple. This will include:

  • Updating the trust deed for your SMSF
  • Appointing a new auditor
  • Completing the previous year’s tax return (if required)
  • Arranging for the establishment of a new linked cash account (if required)

What's next?

Still want to learn more about SMSFs?

Ask about permissible investments

Do you want to know if a specific investment is permissible for an SMSF?

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Important information

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It’s important to consider your particular circumstances and read the relevant Financial Services Guide (including the Terms and Conditions) before deciding what’s right for you. This information hasn’t taken your circumstances into account. On this page ‘you' and ‘your’ means the trustee(s) of your SMSF. As a trustee of your SMSF you are ultimately responsible for your SMSF, including the investment decisions that you make for your SMSF. If you need assistance, please seek a financial adviser. Any tax information provided is general,  intended as a guide only, and based on our understanding of taxation laws current at date of publication. It is not a substitute for specialised taxation advice or an assessment of liabilities, obligations or entitlements that arise, or could arise, under tax law. We recommend consulting a registered tax agent / tax professional.  Consider the SMSF Administration Solutions Pty Ltd Financial Services Guides (including Terms and Conditions) for information about our services, fees, and the remuneration and other benefits that AMP companies and their representatives may receive in relation to products and services provided to you.

The AMP SMSF Administration service is offered by SMSF Administration Solutions Pty Ltd ABN 76 097 695 988 AFSL 291195 trading as AMP SMSF Administration, an AMP Group Company.