transferring personal shares into a smsf

  1. 364 Posts.
    Transferring personal ( not Company ) shares into a SMSF

    Have read the previous posts on this matter but they
    seem to be more about transferring company shares

    My partner and I are setting up an SMSF at the moment and
    keep getting told different stories about what forms I need
    to use to move shares in our names (joint and individual)
    into our SMSF

    We have shares with Computershare and Link and I have
    consolidated ,changed names etc with both of these companies.

    All names etc are fictional but similar

    Stiv R Smith 26,000 NNN.AX
    Jill S Smith. 26,000 NNN.AX
    Stiv R Smith & Jill S Smith.. 18,000 NNN.AX
    Stiv R Smith & Jill S Smith 200,000 AAA.AX

    All of these are to go into the
    S R Smith & J S Smith SMSF

    I have been told 3 different stories which is the correct form to do this transfer

    Off Market Transfer Form
    Standard Transfer Form

    Name Correction Request and Indemnity (Link)

    and add S R Smith & J S Smith SMSF
    to the < Account Designation >
    Change of Account Designation (Computershare)
    and add S R Smith & J S Smith SMSF
    to the < New Account Designation >

    Thanks in advance
    Tas
 
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