Online Transfer

You can transfer your existing Fund into the Wealthtrac SMSF service. It's quick and easy to do online. Simply click here to commence your transfer application.

Once we have reviewed your information we will advise whether further information is needed for us to proceed.

Uploading and Reconciling Past Records

We upload your Fund’s transactions from the most recent audited accounts to the date of transfer. We also confirm the CGT history and asset holdings. The time required to complete this will depend on the number and types of assets, number of transactions, quality of data, and completeness of the information provided. If prior work is incomplete we’ll provide an estimate of the cost to complete. An existing pension may need to supply additional information; we will inform you, or your Adviser, of what is required.

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