SMSF toolkits

This template is only appropriate for the situation where a person is transferring his or her entire interest in the superannuation fund to another superannuation fund (or other similar entity).

Exiting a member - FAQs whole of balance transfers (non-death benefit rollovers). For information on the detailed steps required in exiting a member, ATO notification requirements and discussion of other issues that arise on exiting a member, see SUPERCentral's FAQ

This template is only appropriate for the situation where a person has died.