ROLLOVER YOUR SUPERFUND

What is the name of your Self Managed Super Fund?*

What is the full name of the member wishing to initiate a rollover?*

Does Ace Biz manages your Individual tax return?

Enter your email address.*

Please provide the ABN of your Industry superfund from where the rollover is required.*

Please note: This is not your SMSF ABN. It is the ABN of your Industry superfund. (Eg. Australian super, Aware super, Hostplus etc.)
ABN must be 11 digits in length.

Please provide the USI of your Industry superfund from where the rollover is required.*

Please note: This is not referring to your SMSF. The USI is the Unique Superannuation Identifier for the Industry superfund (Eg. Australian super, Aware super, Hostplus etc.)

Please provide your Member ID of your Industry superfund.

Please note: This is not referring to your SMSF but rather the outgoing superfund.

Payment Details - Roll in amount*

A full rollover to an SMSF may result in cancellation of existing insurance cover. You should review your insurance arrangements before proceeding with any rollover.

Please enter the amount that you want to rollover.*

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SMSF Bank Details

We now need the bank details of your SMSF so we can set up the correct payment destination.

Note: Payment will be made to this SMSF bank account. Payments cannot be made to a personal account or third-party bank account.

Enter the SMSF bank account name.*

Please note this name should match with your Superfund name. Please send a copy of your Bank statement to super@acebiz.com.au

Enter the BSB number of SMSF bank.*

Please enter a 6 digit number without any space or hyphen

Enter the account number of SMSF Bank*

Please do not enter any spaces or hyphens. Numerical characters only.

Liability limited by a scheme approved under Professional Standards Legislation.

Need help? Email us at support@acebiz.com.au