If your SMSF has been established, you can use the Super Fund Lookup Service to confirm the details of your SMSF.
If the SMSF is listed as ‘Registered’ or ‘Complying’ then you can contribute into the SMSF and the Fund can receive rollovers from Retail/Industry Funds. Be mindful that SMSFs that have not lodged their Annual Return for 2 or more Financial Years may have their SMSF status listed as ‘Regulation Details Removed’ on Super Fund Lookup. When all overdue annual returns are brought up to date, the ATO will update the status on Super Fund Lookup on the first day of the new month.
For more information on new funds and NIL returns, follow this link.
You may have more than one Superannuation account if you changed jobs. To look up lost Super, use the resources as listed below:
To transfer lost super to your SMSF, you can complete a Rollover Benefits Request. This form is regarded as an instruction, and it will initiate funds to be rolled into your SMSF bank account. Alternatively, the ATO can transfer the lost super directly to your SMSF. For more information on transferring benefits to your SMSF, please view the information page here.
We are Melbourne based with clients throughout Australia. Our SMSF administration service is mostly paperless. This enable us to charge a fair fee, resulting in a good value-proposition for you.
Superannuation Warehouse is an accounting firm and do not provide financial advice. All information provided has been prepared without taking into account any of the Trustees’ objectives, financial situation or needs. Because of that, Trustees are advised to consider their own circumstances before engaging our services.
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Shop 1/116 Balcombe Rd, Mentone, VIC 3194
PHONE:
03 9583 9813
0411 241 215
Email:
admin@superannuationwarehouse.com.au
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Monday to Friday
9.00am – 5.00pm