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Completing the form Rollover initiation request to ...

Completing the form Rollover initiation request to transfer whole balance of superannuation benefits to your self managed super fund By Completing this form , you will request the transfer of the whole balance of your super benefits to your self managed super fund (SMSF). This form can not be used to transfer part of the balance of your super benefits. You can only use this form to transfer your super benefits to an SMSF. For transfers to funds other than an SMSF, you must use the form request form for transfer of whole of balance of superannuation benefits between funds (NAT 71223). This form will not change the fund to which your employer pays your contributions the Standard choice form must be used by you to change funds.

The trustee of your FROM fund may be able to request further information from you about your status as a member, a trustee or a director of a corporate trustee of your SMSF. Penalties may apply for providing false or misleading information. Completing the form Rollover initiation request to transfer whole balance of superannuation

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