Rollovers

Self managed super fund can receive a rollover (transfer) of part or all of the member's existing superannuation benefits from another super fund.

A rollover from another super fund to a SMSF is not included as taxable income of that SMSF, unless the rollover amount includes an element untaxed amount.

You can request the rollover of the whole balance of your super benefits to your SMSF by completing the ATO form NAT 74662 Rollover initiation request to transfer whole balance of superannuation benefits to your self‑managed super fund.

If you are making a partial rollover, you will need to contact the fund you are rolling out from, to provide you with a form.

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