SMSF Transfer
Ready for better SMSF support?
Already have an SMSF but looking for a new accounting and administration team? Moving your SMSF to Freedom Financial Partners doesn’t need to be complicated. We coordinate the transfer, help obtain the information we need and keep you informed along the way. Once your fund is with us, our team takes care of your ongoing SMSF accounting, administration, tax and compliance
Moving to freedom is simple.
1. Tell us about your SMSF — Give us some basic information about your fund and your current provider. We’ll let you know what we need to get started.
2. We coordinate the transfer — We help coordinate the handover of the records and information needed to bring your SMSF across to Freedom.
3. We take care of the ongoing work — Once the transfer is complete, our team looks after your ongoing accounting, administration, tax and compliance and is here when you need us.
Expert care for your SMSF.
Changing providers is about more than moving files. It’s about choosing the people you want looking after your fund. Our team combines specialist SMSF expertise with personal, responsive service. We take the time to understand your fund, explain things clearly and make sure you know who to contact when you need help.
What does it cost?
Our ongoing fees depend on the assets and complexity of your SMSF. We believe in being upfront about fees, so you can see what your SMSF will cost and what’s included
We’ll help make transferring your SMSF to Freedom as straightforward as possible.