Transfer your SMSF to us is Easy

Transferring an existing SMSF

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You may already have an SMSF that is administered by another service provider or by your accountant. If you would like to transfer the administration to Elite Accounting Solutions we can help make the process simple.

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This will include:

✓ Updating the Trust Deed for your SMSF

✓ Appointing a new auditor

✓ Completing the previous year's tax return (if required)

✓ Annual compliance review

✓ Free client portal and documents cloud storage (unlimited)

✓ Dedicated client service manager

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Transferring your SMSF to us is a simple, hassle-free process. We take care of everything, from paperwork to liaising with your current provider/accountant, ensuring a seamless transition. Our team of SMSF experts will guide you through each step, giving you peace of mind that your fund is in good hands.

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Simple Steps to Transfer

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1. Choose Elite Accounting Solutions
   Click "Transfer My SMSF" here, and input "Transfer My SMSF" in the Contact Subject with a short message. 

2. Welcome
   We will then contact you to advise and assist you through the onboarding process.

3. Login
   Login to your client portal and complete any onboarding documents and tasks.

4. Transition & Review
   We need your SMSF's historical documents. Please give us everything, and we’ll sort them out and guide you through the process.

5. Sit Back & Relax
   Let us do all the hard work for you as we administer your fund.

6. Complete
   You are now ready to enjoy the full range of benefits of being a Elite Accounting Solutions client.

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Let us make your SMSF transfer smooth and stress-free! Reach out to start the process today.