Transfer existing SMSF

Transfer existing SMSF
To transfer your existing SMSF to New Brighton Capital, complete this form, along with payment of the transfer fee, and we will create your online portal within 2 business days. The portal will contain the instructions on how to set up trading accounts, data feeds as well as a list of the documents we require.

If you have any queries at any stage please contact us and we will gladly assist.
Please confirm all members understand the following... 1) New Brighton Capital may provide you with factual information about SMSFs and our services , but no information provided by New Brighton Capital is ever intended to imply any recommendation or opinion about a financial product; 2) New Brighton Capital does not offer financial advice except for ensuring compliance with the superannuation legislation and advice on the process of creating ,winding up or exiting an SMSF; 3) New Brighton Capital and their partners are bookkeepers and accountants, not financial advisors. We are not licensed to provide financial product advice under the Act. You should consider taking advice from the holder of an Australian Financial Services Licence before making a decision on a financial product.*

Yes
Please confirm all accounts used for the existing SMSF are in the name of the SMSF (ie no personal accounts have been used for SMSF funds)?*

YesNo
Please confirm all transactions have all taken place with our supported providers (see our "Supported Providers & Data Feeds" section on the "Need To Know" page for details)*

YesNo
Have you traded with margin or leverage with the SMSF?*

YesNo
Unfortunately we are unable to take you on as a client.

Please complete your current tax return with your previous provider. Once you have a full financial year satisfying the following requirements we will be happy to bring you on as a client.
1. All accounts used for the existing SMSF are in the name of the SMSF (ie no personal or company accounts have been used for SMSF funds)
2. All transactions have all taken place with our supported providers (see our "Supported Providers & Data Feeds" section on the "Need To Know" page for details)
3. No margin or leverage trades have been made with the SMSF.
All directors/trustees have read and understand New Brighton Capital's "Pricing" and "Need to Know" pages.*

Yes
All directors/trustees understand their responsibilities and obligations in running an SMSF.*

Yes
Fund details
Fund name*
Fund ABN*
Fund TFN*
Company name (if applicable)
Company ACN (if applicable)
Name of previous accountant (required for us to forward an ethical clearance letter and to ensure a smooth transition over to us.)
Email of previous accountant
How many members?*

1234
Do you currently hold crypto in your SMSF?*

YesNo
If you hold crypto in your super, list all exchanges you have traded on with SMSF funds.
Please give a brief description of all asset classes held within the SMSF (shares, property, precious metals, crypto, art etc)
Does the SMSF hold real estate*

NoYes (additional $220 per property per year applies)
Does the SMSF hold shares*

NoYes
Does the SMSF hold precious metals*

NoYes
Member 1 details
Member 1 name*

PrefixFirst NameMiddle NameLast Name
Member 1 address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Member 1 email*
Member 1 phone*
Member 1 TFN*
Member 1 date of birth*

DayMonthYear
Date
Member 1 Place of birth*

CountryStateCity
Member 2 details
Member 2 name*

PrefixFirst NameMiddle NameLast Name
Member 2 address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Member 2 email*
Member 2 phone*
Member 2 TFN*
Member 2 date of birth*

DayMonthYear
Date
Member 2 Place of birth*

CountryStateCity
Member 3 details
Member 3 name*

PrefixFirst NameMiddle NameLast Name
Member 3 address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Member 3 email*
Member 3 phone*
Member 3 TFN*
Member 3 date of birth*

DayMonthYear
Date
Member 3 Place of birth*

CountryStateCity
Member 4 details
Member 4 name*

PrefixFirst NameMiddle NameLast Name
Member 4 address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Member 4 email*
Member 4 phone*
Member 4 TFN*
Member 4 date of birth*

DayMonthYear
Date
Member 4 Place of birth*

CountryStateCity
Consent to use electronic signatures

By submitting this online form, all director/trustees confirm that they have read and understood the "Electronic Record and Signature Disclosure" and consent to use electronic records and signatures.
How Did You Her About Us?
How did you hear about us?*

Family and FriendsGoogleYouTubeOther
Referral code
Limit one referral code per fund
Payment

Transfer fee refunded if New Brighton Capital is unable to take on your fund

Transfer SMSF to New Brighton Capital for current financial year$330.00AUD

NBC to prepare tax return for last financial year$2,200.00AUD

Additional charges may apply. See Additional Fees section on pricing page or call us on 1300 264 022 for details.

NBC to prepare tax return for last 2 financial years$4,400.00AUD

Additional charges may apply. See Additional Fees section on pricing page or call us on 1300 264 022 for details.

NBC to prepare tax return for last 3 financial years$6,600.00AUD

Additional charges may apply. See Additional Fees section on pricing page or call us on 1300 264 022 for details.

Enter coupon

Total $0.00AUD

Payment Details
First Name	Last Name
Credit Card Number	Security Code
Card Expiration

Should be Empty:

Transfer existing SMSF

Fund details

Member 1 details

Member 2 details

Member 3 details

Member 4 details

How Did You Her About Us?

Payment