We are here to help you, every step of the way.
While transferring your superannuation fund may seem daunting, we're here to help, however complicated your fund may be.
Rivkin is a leading provider of SMSF administration services, which makes us a great option when you want to access the Rivkin Investment Portfolios and consolidate your investments in one place.
When you transfer your SMSF to Rivkin, you will receive a complimentary Rivkin Report Membership for as long as Rivkin remains your Fund’s administrator.
While transferring your superannuation fund may seem daunting, we're here to help, however complicated your fund may be.
To best meet your needs and expectations, we would like to know what’s important to you. You can book a phone call or online meeting here
Once we’ve confirmed the services you need and the applicable fees, it's time to transfer your SMSF to Rivkin. You’ll need complete our online SMSF Transfer Form and provide as much information as you possible to ensure a timely and smooth transfer.
After you submit your SMSF transfer request, we will on-board your fund onto our specialist SMSF accounting platform and liaise with your previous accountant / provider to obtain the permanent records we will need.
We will issue you with any data feed authority forms and obtain relevant transaction information to bring your SMSF up to date. We can then issue you with online access so you can relax knowing your SMSF is being taken care of.
When you decide to transfer your SMSF to RIvkin, you will be assigned a dedicated relationship manager who will:
To appoint us simply call, email or apply online.
A $550 on-boarding fee applies to cover the costs of converting historical data into our administration software platform.
Please seek your own advice.
Want to get started or still a bit unsure whether a SMSF is the correct path for you?
Get in touch to arrange a free, no obligation exploratory meeting via phone, zoom or in person.