SMSF Transfer | Next Step Super

SMSF Transfer Form

Basic Information

Superfund Name *

Superfund A.B.N. *

Superfund Tax File Number *

Trustee Type *

Number of Trustees / Directors *

Details for best contact person

Contact First Name *

Contact Last Name *

Contact Email *

Contact Phone *

Residential Address

Street *

Suburb *

State *

Postcode *

Postal Address *

Current Accountant Details - If applicable, please provide the details of the firm currently managing the SMSF.

Current Accountant Name

Current Accountant Email

Current Accountant Phone

Current Accountant Street

Current Accountant Suburb

Current Accountant State

Current Accountant Postcode

I have downloaded and read the Next Step Super Terms of Engagement.*

Get In Touch