Transferring An Existing Superannuation / Pension Fund

Many super funds will permit transfer of your superannuation, allocated pensions and complying pensions to your own DIY Superannuation/ Pension Fund.

If you have a DIY Super/ Pension Fund, in most cases it is simply a matter of transferring the relevant records to Crea & Co. Pty Ltd

Crea & Co will set up your fund for you and assist and obtain for you the rollover of funds from your existing fund to your own self-managed fund.

Setting Up A New Super / Pension Fund

Application forms need to be completed with Crea & Co Pty Ltd to legally establish your DIY Fund. This then allows for you to roll over money from your present Superannuation Fund, make contributions to the fund and invest as trustees of your new DIY Super Fund. Set up cost is $550. - See fees for further information.

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