SMSF Transfer Form

Why should I transfer my SMSF to Gavin Ma & Co?

The transfer is free
We do not have any restrictions on bank accounts, broker platforms and types of investments
We provide specialized and responsive technical support

If you would like to transfer your SMSF under our administraiton, please fill in the form as below.

To transfer your existing SMSF, simply complete the form with your information below:

Super Fund Name:*

Super Fund TFN:

Super Fund ABN:

Your name:*

Email:*

Phone:*

Mobile Phone:

Previous Accountant/Administrator information

Contact person:

Firm Name:

Postal Address:

Phone:

Fax:

Email:

What does it happy after I complete the form?

We will immediately contact your current SMSF accountant or administrator to get your SMSF files transferred to us.
We will review all the permanent documents, including trust deed, minutes and investment strategy and make sure they are up to date.
We will set up your SMSF in our administration and accounting software and system.