This page will guide you through initiating a member's rollover out of an SMSF to an external super fund.

Navigate to Business Level > Transactions > Rollovers & Release Authorities and select Initiate Rollover Out

The fields on the page will be displayed progressively as data is entered.

Rollover Out APRA Fund

1. Search for and select the relevant Class Fund
2. Select the required Member
3. Select APRA as the fund type for the external super fund
4. Enter the ABN of the external fund
5. Select the USI
6. Enter the Member ID 
7. Select Rollover Type
8. For Partial Rollover enter the Rollover Amount
9. If the Rollover is for a Death Benefit click the Death benefit rollover check box
10. For a Death Benefit Rollover: select the Death benefit recipient age
11. For a Death Benefit Rollover: click The beneficiary is entitled to concessionally taxed income, if applicable

Rollover Out SMSF Fund

1. Search for and select the relevant Class Fund
2. Select the required Member
3. Select SMSF as the fund type for the external super fund
4. Enter the ABN of the external fund
5. Enter the BSB for the SMSF bank account
6. Enter the Account Number for the SMSF bank account
7. Enter the Account Name for the SMSF bank account
8. Select the ESA for the SMSF
9. Select Rollover Type
10. If the Rollover is for a Death Benefit click the Death benefit rollover check box

What's Next?

Learn how to Initiate Rollover In (via SuperStream) and ensure your funds are Superstream ready with our FAQ's and Checklist