Transferring existing SMSF’s to Shape Super is a straight-forward process. Simply complete the below form and submit it to us. We will assess the information and then contact you to discuss your requirements. Once we have confirmed everything with you we will prepare a transfer pack. The pack will include all relevant paperwork that the trustees will need to sign in order to implement the transfer. Once signed, simply scan and email the documents to us and we will take it from there.
  • Transfer of an Existing SMSF Administration Services Application

  • Type of Administration Service

  • (If ‘No’ please advise the contact details of the Tax Agent to be used to lodge the Tax Return)
  • (If ‘No’ please advise the contact details of the Auditor to be used)

  • Existing Fund Details

  • DD slash MM slash YYYY
  • *If Yes, you will be sent and must sign an ASIC form 362 to authorise Shape Super Pty Ltd to be the Registered ASIC Agent. Please note an annual fee of $150.00 applies for ASIC Registered Agent services for each company

    If No, please note a fee of $27.50 per notice will be payable if Shape Super is to receive the notice or arrange payment.

  • Previous Administrator / Accountant Details

  • Timing and amount of current Administration fees

  • Tax Return Lodgement Status for this Fund

  • DD slash MM slash YYYY

  • Bank, Broker and Wrap Details

    Name of Funds Bank Details/Institution: (for the main operating bank account hereby nominated for where deductions for administration fees and taxes are to be made)

  • Please advise any other bank accounts (high interest accounts / loan accounts etc)

  • Trustee / Member Details

  • Hidden
  • Trustee Member

  • DD slash MM slash YYYY
  • Hidden


  • This field is for validation purposes and should be left unchanged.