Your client can request a rollover from an external superannuation fund into a Wrap Super or Pension account by:
Your client can also visit myGov to view and manage their superannuation accounts.
From 1 October 2021 to rollover super to or from your SMSF, you’ll need to use SuperStream. To use SuperStream, your SMSF needs an active Electronic Service Address (ESA). We don’t offer an electronic message service that provides rollover SuperStream services. You can get an ESA from an external SMSF messaging provider, or alternatively, you may like to consider appointing a professional to help you manage SuperStream rollovers on your behalf.
Once you’ve engaged the ESA provider to send through the SuperStream message, they should also provide you with the account details of the receiving fund to arrange the transfer of cash. If your client doesn’t have a Macquarie superannuation or pension account, you'll need to complete an application. You can do this by submitting an online application.
If you’re rolling over funds into an existing pension account, you’ll also need to provide a dated and signed Pension Update form. You can find this form on Adviser Tools.
For more information, see Understanding SMSF rollovers and contributions.
Processing times begin only when we’ve received all necessary requirements for a request. To avoid delays, please ensure you’ve completed all forms and uploaded all supporting documents before submitting.
See below for processing times:
Your submitted requests may also be subject to our verification processes.
The request typically takes 5 to 15 business days, depending on the external superannuation fund.
If you are transferring assets as part of your rollover request, please see Understanding asset transfers and timeframes for information relating to your specific scenario.
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