Ready for a change?
Transfer SMSF to Grow

We make the process of changing SMSF accountants as easy as possible. Below are the steps, noting some steps can happen at the same time.

Transfer Process

Calculate Fees

Although fees are only one part of the equation, it’s essential you’re comfortable with our SMSF accounting fees.

With Grow you can select from specific packages that cover a wide range of SMSF investments or construct a customised fee unique to your SMSF and your needs.

Discuss Your Needs

If you have an SMSF and are looking to change accountants or providers, chances are something is not working.

It’s important for us to have a clear understanding on what’s important to you to help us determine whether Grow is a good fit for what you need.

You can book a phone call or online meeting here: Schedule a Meeting or Call

Transfer Form

Once we’ve confirmed both the applicable fees and services you need for your SMSF, its time to commence the transfer of your SMSF.

Scroll down to view and complete our online SMSF transfer form.Β  Provide as much information as you have available as it will speed up the transfer process and make it as smooth as possible.

We Make It Happen

After you submit your SMSF transfer request, we will on-board your fund onto our specialist SMSF accounting platform and liaise with your previous accountant / provider to obtain an permanent records we will need.

We will issue you with any data feed authority forms and obtain relevant transaction information to bring your SMSF up to date.Β  We can then issue you with online access so you can relax knowing your SMSF is being taken care of.

Need help?

We understand. Switching accountants for your SMSF can seem painful. Having a conversation with a real human is the best way to start.

You can phone us on 1300 651 263 during business hours or email [email protected] anytime.

Or book a time for a more detailed chat below:

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A quick chat to ask a question or learn more.

Copyright Β© 2020 by Grow SMSF Pty Ltd. All rights reserved.
Registered Agent Number 26057627.

General Information Warning & Disclaimer

All information contained on this website is provided as an information service only and, therefore, does not constitute, and should not be relied upon as, financial product advice. None of the information provided takes into account your personal objectives, financial situation or needs, and you will need to make your own decision about how to proceed. Alternatively, for financial product advice that takes account of your particular objectives, financial situation or needs, you should consider seeking financial advice from an Australian Financial Services licensee before making a financial decision.

Grow SMSF does not hold an Australian Financial Services Licence (AFSL) and we are not authorised representatives of a AFSL. We do not provide financial product advice or recommend any financial products either expressly or implied.

From time to time Grow SMSF may produce information or content about specific financial products or services that enable access to specific financial products however we do not recommend, endorse or confirm as suitable any financial product or service featured on the Grow SMSF website or social media assets. This condition specifically applies to any financial product where Grow SMSF provides services at a discounted or preferential fee due to the use of those products, services or accounts. It’s not compulsory to utilise a specific account or service provider to be a client of Grow SMSF however the types of accounts, investments and service providers you use for your SMSF will determine the fees your SMSF is charged.

Where Grow SMSF provides information in relation to a financial product or service supported by or integrated with Grow SMSF the information is factual information only about the operation of the account or service and how data or reporting information is made available to us. Before making a decision on any financial product for your SMSF you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision. As financial product and solution providers are frequently making changes to their products and services Grow SMSF cannot accept any responsibility for any outdated or inaccurate information provided on this website or via social media assets.

Grow SMSF Gold Coast based accountants looking after SMSF trustees from around Australia. Liability limited by a Scheme approved under Professional Standards Legislation.