Transfer SMSF
Transfer your existing SMSF administration
If you already have an SMSF, you can move administration to Laterpath without abandoning trustee control of investments. Transfer means changing who runs the compliance workload — not closing your fund.
What transfers
The administration relationship — who prepares accounts, tax materials, and coordinates audit and lodgement workflows.
What stays the same
Your SMSF as a legal structure, trustee responsibilities, and control of investment decisions (subject to law and platform rules).
What does not change automatically
Bank accounts, brokers, and investments do not magically “move”. Pathways and data feeds are configured as part of onboarding.
How transfer works
- 1
Submit a transfer application
Provide fund identity (including ABN), member details, and contact information so the transition can be scoped accurately.
- 2
Confirm records and outstanding items
Required books, statements, and any outstanding compliance matters are identified before administration moves.
- 3
Onboard to the platform
Your SMSF remains the same fund. Reporting cadence, data pathways, and annual processes are aligned to Laterpath administration.
- 4
Continue investing under fixed-fee compliance
Trustees keep investment control. Core annual accounting, tax return and audit work runs under the published fixed fee model.