Transferring assets in and out of a Wrap Super account
Input search
Understanding asset transfers
-
Understanding asset transfers and timeframes -
Understanding asset transfer terminology -
Transferring suspended, delisted or terminating assets
Transferring between Wrap accounts
-
Making an internal transfer of Separately Managed Accounts (SMA) assets -
Transferring between Wrap IDPS accounts -
Transferring from Super to IDPS (SMSF) as a rollover -
Transferring from IDPS (SMSF) to Super or Pension as a rollover -
Transferring from an IDPS to a Super or Pension as a contribution -
Switching between super and pension accounts
Transferring assets into Super or Pension from an external source
-
Transferring in Broker Sponsored securities (HIN) as a contribution -
Transferring in equities or managed funds from an external platform or custodian as a contribution -
Transferring in Issuer Sponsored securities (SRN) as a contribution -
Transferring in managed funds as a contribution -
Transferring in Broker Sponsored securities (HIN) as a rollover -
Transferring in equities or managed funds from an external platform or custodian as a rollover -
Transferring in Issuer Sponsored securities (SRN) as a rollover -
Transferring in managed funds as a rollover
Transferring assets out of IDPS, Super or Pension to an external source
Chat to us on Adviser Online
Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).
Resolve a complaint
Everyone at Macquarie is commited to providing our clients with the highest standard of products and services available. If you have feedback we would like you to tell us about it.