Transfer super to your SMSF

To transfer super to your SMSF you will need to complete a form and send it to your existing super fund.

If you’re transferring your entire super balance you can use the standard ATO transfer form below:

ATO Rollover Form

ATO Whole of Balance Super Transfer to SMSF NAT_74662
  • Certified ID

  • SMSF Bank Letter

  • Post Hard Copy

If you’re only transferring part of your super balance to your SMSF you need to use the form provided by your existing super fund.

Super Fund

Transfer Form

Documents Needed

How to Submit

AustralianSuper

Australian Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

  • One or Two Certified Bills

ANZ Smart Choice Super


Australian Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

HostPlus

HostPlus Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

REST

REST Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

Sunsuper

Sunsuper Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

MLC

MLC Super

MLC Super Transfer to SMSF Form

MLC Wrap Super and MLC Navigator Retirement Plan

MLC Wrap Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

Aware Super

(Formerly First State Superannuation Scheme)

Aware Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

BT Super

BT Super and
BT Super for Life

BT Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

QSuper

BT Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

Colonial First State

Employer Super

Colonial First State Employer Super Transfer to SMSF Form

  • Certified ID

  • SMSF Bank Letter

AMP

Colonial First State Employer Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

Spaceship Super

Spaceship Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

HESTA

HESTA Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

ING Living Super

HESTA Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

Australian Catholic Superannuation & Retirement Fund

Australian Catholic Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

Commonwealth Superannuation Corporation
(Public Sector Superannuation)

Accumulation Plan (PSSap)

Australian CathoPSSap Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

UniSuper

UniSuper Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

Spirit Super

Spirit Super Transfer to SMSF Form
  • Certified ID

  • SMSF Bank Letter

We are updating the above table on a regular basis.  If your existing super fund transfer form is not listed or if any of the information is outdated please contact us and we will assist you.

Disclaimer

StakeSMSF does not provide personal financial advice. This information is general in nature and does not take into account the objectives, circumstances or financial needs of any particular individual. StakeSMSF can only assist with the paperwork required to transfer your super to your SMSF. We cannot tell you how much (if any) of your super you should transfer to your SMSF. Refer to our disclaimers for further information. 

Certified identification documents and SMSF bank letter

In addition to completing the transfer form (sometimes called a withdrawal form) you will be required to provide identification documents such as a certified drivers licence or passport. 

Most super funds will pay the transfer electronically to your SMSF bank account so a bank statement or letter from the bank may also be needed. We can provide a certified bank letter for your SMSF bank account on request. Contact us for further information.

How long does it take for super monies to be transferred?

APRA regulated super fund (industry and retail super funds) legally have 28 days to transfer your super to your SMSF.  Between March 2021 and September 2021 APRA super funds will transition to paying transfers to SMSFs electronically via the SuperStream system.  This change will require large super funds to pay transfer requests within 3 business days.

Insurance and Transferring Super to SMSF

When transferring existing super to an SMSF you have to make a decision about whether to keep or replace any existing insurance cover. Your options are:

1. Get new insurance in your SMSF;
2. Keep insurance by maintaining existing super account;
3. Cancel insurance by closing account without replacement;

If you transfer 100% of your existing super account to an SMSF any insurance cover attached to that account will be lost.

If you decide to keep a balance in your existing super account (to maintain insurance cover) you should contact your existing fund and check their requirements and if they specify a minimum balance or a requirement for regular contributions.

More information on insurance and your SMSF can be found here: SMSF Insurance