value! Self Managed
Super Funds

Transfer Your Self Managed Super Fund

If you have an existing SMSF you might want to move it over to CBTAX. We can easily take over the administration, accounting and taxation functions of your existing SMSF.

The steps to Transfer a Fund over to CBTAX are as follows:

  1. Fill out the online application form here and select "Transfer My SMSF". Here you'll be able to select the package you want and fill out your details.
  2. Upon CBTAX receiving this application, we will contact you and finalise the application.
  3. CBTAX will contact the current accountant or administrator and request your SMSF files and records to be tranferred to us with an ethical letter.
  4. We review your file for completeness ensuring all lodgements are up to date.
  5. We will appoint CBTAX as your Tax Agent.

Contact Information

Parramatta

Phone:
(02) 9689 2326
Mobile:
0424 415 815
Address:
Shop 11, Parramall 55 - 67 George St, Parramatta NSW 2150

Stanhope Gardens

Phone:
(02) 8625 1856
Address:
Shop 34A, Stanhope Village 2 Sentry Drive, Stanhope Gardens NSW 2768

Norwest

Phone:
(02) 9894 9777
Address:
Norwest Business Park Suite 703/12, Century Circuit Baulkham Hills NSW 2153

Brisbane

Phone:
1300 466 736
Address:
12/357 Logan Road, (Stones Corner Plaza) Stones Corner QLD 4120

Adelaide

Phone:
(08) 7225 2261
Address:
1/75 Prospect Road, Prospect SA 5082


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Sustainable Financial Planning Pty Ltd ABN 90 166 168 430 provides its financial planning services as an Authorised Representative of Count. 'Count' and 'Count Wealth Accountants' are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

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