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)

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Ask about permissible investments

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

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It’s important to consider your particular circumstances and read the relevant Financial Services Guide or Terms and Conditions before deciding what’s right for you. This information hasn’t taken your circumstances into account. 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.

On this page ‘you' and ‘your’ means the Trustee(s) of your SMSF.

The AMP SMSF Administration service is offered by SMSF Administration Solutions Pty Ltd ABN 76 097 695 988 AFSL 291195, part of SuperConcepts Group.