New SMSF vs transferring administration
How establishing a fund differs from moving an existing SMSF to a new administrator — and which path fits which situation.
People arrive at SMSF administration from two starting points: they need a brand-new fund, or they already have an SMSF and want a different administrator.
Establishing a new SMSF means creating the trust, appointing trustees, registering the fund with the ATO, opening operating accounts, and only then funding the fund through rollovers or contributions. Free establishment offers, where available, typically cover core setup documentation and registration steps under published conditions.
Transferring administration does not close your SMSF. Your fund continues; the service relationship for accounting, tax and audit workflows moves to the new administrator. You will usually need to provide fund identity details (such as ABN), member information, and historical records so the new administrator can take over cleanly.
Choose new setup if you do not yet have an SMSF and have decided — with advice if needed — that self-management is appropriate. Choose transfer if the fund already exists and you want fixed-fee compliance, clearer process, or a different service model while keeping trustee investment control.
In both cases, Laterpath operates a no-advice model: we administer; you invest within platform rules. Review pricing, investment rules, and the application process before you start.
This article is general information only and does not consider your personal objectives or financial situation.