Process Name:

SMSF Roll-out


When members are looking to roll funds out of Simple Choice Super and into their own Self Managed Super Fund (SMSF).


1. Request from the member in hard-copy:

     a. SMSF Rollover Form: SMSF Rollover Form

     b. Certified copy of ID

     c. Certified copy of SMSF Bank Statement

2. Forward relevant forms to OVSS via servicemail


Ensure ID and Bank statement are both certified and signed off as true copies of the original.