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.

Transfer

Contact Information

Parramatta

Phone:
(02) 9689 2326
Mobile:
0424 415 815
Address:
Ada Business Centre Room 5, 11 Ada Street Harris Park NSW 2150

Stanhope Gardens

Phone:
(02) 8625 1856
Address:
Now merging with our Norwest office
Norwest Business Park Suite 703/12, Century Circuit Baulkham Hills NSW 2153

Norwest

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

Adelaide

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

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