Request to Transfer SMSF Administration Provider

Important Notes:

  1. The globally accepted payment gateway PayPal is our preferred platform, for delivering service level agreement;
  2. If you do not have a PayPal account, PayPal has a guest checkout which accepts Master Card or Visa; &
  3.  By using the PayPal platform, the trustee(s) is agreeing to prepay for the base fee of $1,200 upfront. Should you prefer to make installment payments of $100 per month - instead, please download and complete the application using paper format.

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Your Current Self Managed Superannuation Details
    Name of Your Current Fund Administrator Best Contact Person & Method of Contact (for example - John Smith 03 9874 12450. We may/may not need to contact them depending on how much information you can provide us, to assist with the transfer). Name of Corporate Trustee & ACN number - e.g. Smith Pty Ltd [ACN 82 751 895 751] (if applicable - otherwise, leave as blank) Fund Establishment Date (example: 18/08/2006) Fund Name & ABN Number (example: Brown Superannuation Fund [ABN: 36 121 485 337] Residential Address Suburb & Postcode Please select State Primary Contact Number of First Director/Trustee/Member (Required) Email Address (Required). This will be used for delivery of our service level agreement.
    Salutation for First Director/Trustee/Member First Name Surname Date of Birth Tax File Number (Required) Salutation for Third Director/Trustee/Member First Name Surname Date of Birth Tax File Number (Required)
    Please upload relevant files here. For example, SMSF trust deed, financial statements prepared and electronic source documentation As Trustees of the self managed superannuation named above: I/We authorize SATO SMSF Administration to act as our Fund Administrator I/We authorize SATO SMSF Administration to act as our Tax Agent I/we authorize SATO SMSF Administration to appoint an ASIC Approved Auditor on our behalf I/we authorize SATO SMSF Administration to contact our current fund administrator to assist with the transfer (if required) Please tick this box to accept the terms and conditions to proceed By clicking the "Submit" button, you consent to appointing SATO SMSF Administration as your preferred fund administrator, registered tax agent and ASIC approved auditor, and to the terms and fees applicable of $1,200 (GST Inclusive). You will now be directed to PAYPAL to make & confirm payment. A tax invoice will be provided for your retention. AFTER CLICKING SUBMIT, PLEASE WAIT FOR ABOUT 15 SECONDS.

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