Welcome to the Cyber SMSF Admin Portal!
You will find handy links to the software we use to support you and your clients. Along with communication tools for any day-to-day functions that you would like us to facilitate. Whether you are looking at transferring an existing SMSF to our Administration Solution or wanting us to document a new pension. It can all be sourced in this one solution.
Class Super
Trying to view your clients’ Self Managed Super Fund? Click Here
Box
Looking to upload documents or respond to queries? Click Here
Access our Online Forms
Find the form you need below, fill it out and submit it on the go! Not seeing the form you need or having trouble completing the forms? Send us a message here
Transfer an existing SMSF
When you have a newly established SMSF or an existing SMSF that needs to be added to our Administration Solution.
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Pension request
When a member is ready to commence a pension ensure they have met a condition of release and considered a reversionary beneficiary.
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Rollover Request
Looking to roll money into or out of a SMSF? Make sure you have the ABN, USI and Member Number for the fund they are moving from or to.
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Investment Strategy
Every SMSF requires an Investment Strategy, once you have determined what your investment Strategy is you can use this form to create a document for the Trustees to sign.
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Update of Trust Deed / Change of Trustee
To ensure you have the most up to date set of rules for your SMSF, you can update the Trust Deed or replace the existing Trustee with a new one.
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Change of details form
Have any of the details for the fund or the members changed, let us know so we can update our records (you will need to update the ATO and ASIC).
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Estate Planning Review
Ensuring that your members benefits are left to the correct beneficiaries is an important action, have you reviewed your Estate Plan lately?
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General Enquiry
Have a general enquiry or want to run a strategy past us?
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Establishing an SMSF?
Download our SMSF Establishment forms to get started!
Some of the other software solutions that we use to support you on your journey.
FAQs
What is the Electronic Service Address for our SMSF?
For all SMSF’s that are using Class Super, the Electronic Service Address (ESA) is smsfdataflow.
Click here to download a letter for your employer
How often do I need to obtain a valuation for property in my SMSF?
All assets in a SMSF need to be valued at least once a year. The valuation does not need to be done by a qualified independent valuer. However, the ATO general valuation principles will need to be satisfied.
What is a Director Identification Number, and do I need one?
A director ID is a unique identifier that directors need to apply for, like a tax file number. All existing and new Directors are required to apply for a Director Identification Number.
