Transfer Existing SMSF Application Form

Please fill out and submit this form if you would like to transfer your existing SMSF to our administration service.

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Fund Details


Fund Primary Contact Name


Corporate Trustee Details – where applicable

Please specify which individual(s) is/are the:


Current Administrator Details

Please provide details of the fund’s current administrator to allow us to obtain the records and information necessary to undertake the administration of your fund.


Fund Members


Administration Service Options

Help Text

For more information regarding the above service options please speak to one of our friendly SMSF specialists.


ADMINISTRATION AND REPORTING

Financial statements and reporting

Please confirm the first financial year for which ITP SMSF is required to prepare financial statements, tax returns and provide compliance services.


Current share broker details (where applicable)


Fund investment strategy

Every SMSF is required to prepare and implement an investment strategy.


Fund auditor

We will arrange for your fund to be audited by an independent auditor.

Please provide details of your current auditor.


Cash account

The fund has an existing bank account as follows


FUND MAILING ADDRESS

As part of your ongoing Administration Package, ITP SMSF can act as mailing house for your fund. Any correspondence we receive relating to your fund will be forwarded to you in electronic format via email or made available to you via your online dashboard’s document management system. Selecting us as mailing house is a good way of reducing the volume of mail you receive and will save us from having to obtain copies of some documentation from you for the purposes of administering your fund.

Our address for mailing of correspondence relating to your fund is:

C/- ITP SMSF
PO Box 142
Ramsgate NSW 2217
Email: admin@itpsmsf.com.au

OFFICE USE ONLY – ITP OFFICE DETAILS


DECLARATION

By submitting this form I am making the following statements: