Transferring from Super to IDPS (SMSF) as a rollover

To make an internal in-specie transfer as a rollover from a Macquarie Wrap Super account into a Macquarie Wrap Investment (IDPS) account, you need to provide:

1. Super and Pension Withdrawal/Rollover form completed with the following:

• Account name and number of Superannuation/Pension account
• Rollover box ticked with rollover date provided
• Form signed by the owner of the Wrap account.

2. Macquarie Asset Transfer form completed with the following:

• Buyer: Name and account number of the receiving account, signed by the trustees, directors or owners
• Seller: Bond Street Custodians Ltd (include client’s account number), and signature section left blank for us to complete
• Please note:
  • Assets to be transferred should be listed
  • Number of units must be included (percentage figures aren't accepted).
  • Managed funds units should be to 4 decimal places
  • Consideration: To be left blank.
     

Before you submit the request

• The assets must be available on the applicable Investment Menu to be held on platform.
• If you're looking to close the account, please complete section 2 of the Super and Pension Withdrawal/Rollover Form.

A rollover request isn't sufficient to transfer assets out of the client’s account. This method is only available for cash. As such, the Macquarie Asset Transfer form is required for any asset transfer out requests for Super accounts.