Smsf Advice
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Claim your super
www.caresuper.com.auA copy of the SMSF’s bank account statement (dated within 6 months) is attached showing the bank account name and address of the SMSF. SMSF details Name of institution SMSF electronic service address ... advice or call 1300 360 149 to be put in touch with a CareSuper financial
Super/Pension account Payment request
www.investoronline.infoPlease complete a Contribution/Rollover Remittance Advice and attach the original to this form. Proceed to section 5 Option 3: Rollover to a superannuation fund or purchase a pension with another fund Please tick here if you are purchasing a pension with these funds. Please indicate if you are rolling to a Self Managed Super Fund (SMSF).
Supporting documentation checklist – Broker.
www.westpac.com.auon letterhead which includes ABN, email advice must be issued from the firm’s email system direct to Broker.) Salary Sacrifice Deductions. Salary sacrifice declaration (no older than 2 months). Note: Amounts declared must be supported by the deduction shown on the pay document. Returns from Self-Managed Super Funds (SMSF).
Starting a self-managed super fund - ato.gov.au
www.ato.gov.auWhat is an SMSF? An SMSF is a trust run for the sole purpose of providing retirement benefits to its members. A trust is an arrangement where a person or company (the trustee) holds assets for the benefit of others (the beneficiaries). A trust must have …
Benefit payment form - Rest Super
cdn.rest.com.au• rollover your super to another fund or your self managed super fund (SMSF). You can also complete this form online quickly and easily at rest.com.au/forms Please contact us on Live Chat at rest.com.au or call on 1300 300 778 if you have any questions on completing this form. Please write in BLOCK LETTERS and use a BLACK or BLUE pen.
Request a full withdrawal of your Choice Income or TTR ...
www.australiansuper.comX I want to transfer my account to another super fund or self-managed super fund (SMSF). X I’m aged 60 to 64 and still working, but since turning 60 I changed employers. Former employer name: Date you finished work: D D M M Y Y Y Y Request a full withdrawal of your Choice Income or TTR Income account 1265.4 09/21 ISS11 page 1 of 5