Use this form to request changes to a SMSF. Please fill out this form in AN INCOGNITO BROWSER TAB!
If you need to make changes to a Company, please click here to use this form instead. If you need to make changes to a Trust, please click here to use this form instead.
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A transfer of pension benefits from the UK to an overseas superannuation fund will be tax free only if the overseas superannuation fund is considered to be a “Qualifying Recognised Overseas Pension Scheme” (QROPS). For further information, visit the ATO website.
You can click “save form” at the bottom of this form to come back to your checklist later.
Please completed ALL required fields marked with a red asterisk BEFORE submitting this form for approval. Otherwise it causes issues for the next person in the process.