Free transfer from Squirrel

Are you considering transferring your Self-Managed Super Fund (SMSF) from Squirrel Super? We regularly receive inquiries via email or phone regarding our SMSF services and the seamless transfer process from Squirrel Super.

To initiate the transfer and take advantage of our free transfer and ongoing SMSF compliance services, simply complete our “SMSF Transfer” form. Upon receiving your transfer form, we will promptly get in touch with you to request all necessary documents. Simultaneously, we will send an ethical clearance letter to Squirrel Superannuation Services Pty Ltd, requesting all relevant documents and information pertaining to your SMSF. You will receive a copy of this letter in your email.

Our commitment is to streamline the process for you. We strive to ascertain the status of your SMSF with Squirrel Super, ensuring all lodgements for your SMSF are brought up to date.

It’s important to note that our SMSF transfer services come at no charge. However, for any overdue lodgements associated with your SMSF, there is an annual fee of $1,056, which includes the audit.

For urgent assistance with matters involving ASIC or ATO related to your SMSF currently managed by Squirrel Super, please reach out to us at 03 9557 4079 or via email at info@icaresuper.com.au.

Make a smooth transition to our comprehensive SMSF services – we’re here to assist you every step of the way!