This guide has been prepared for agents/ advisers/ accountants.
Rollovers are managed by logging into the appropriate SMSF from the SMSFs tab and selecting the Rollovers menu option:
Any past or current rollovers for this SMSF will be displayed.
To initiate a rollover, please select + New Rollover Request.
Once all details have been completed, click Submit. Once the Roll In Request has been submitted, a confirmation screen with the transaction details is displayed:
Click Return to Rollovers to return to the Rollovers screen for this SMSF. A new Roll In Initiation has been added to the Rollovers table:
If a Roll In Response has been received, please see our following guide on responding: Sending a Roll In Response.