Question 1

How do I switch SMSF administrators?

Accepted Answer

Switching is straightforward. You sign a one-page authority allowing your new administrator (easySMSF) to contact your current accountant or administrator, request prior-year files, and take over future lodgements. We coordinate the entire handover so there's no gap in compliance.

Question 2

Will switching SMSF administrators disrupt my fund?

Accepted Answer

No. Your SMSF, ABN, TFN, bank account and investments stay exactly where they are. Only the administrator changes — and we time the changeover so audits and lodgements continue without interruption.

Question 3

Are there exit fees for leaving my current administrator?

Accepted Answer

Most administrators don't charge a specific exit fee, but some bill for prior-year work-in-progress or final accounts. We can review your current arrangement before you commit and tell you what to expect.

Question 4

When is the best time to switch SMSF administrators?

Accepted Answer

Any time of year works. The cleanest timing is just after your previous year's audit is finalised, but we can also handle mid-year transitions including year-end financials and audit coordination.

Question 5

Why do most members switch SMSF administrators?

Accepted Answer

The most common reasons we hear: slow responses, surprise bills, percentage-based fees that grow with the balance, generalist accountants who don't specialise in SMSFs, and outdated paper-based processes.

Switch your SMSF administrator without the disruption.

How switching works

Tell us about your fund

We handle the handover

Your fund, properly managed

Fixed monthly fee

Independent audit included

100% paperless

What you'll have at the end

Switching SMSF administrators FAQ

Ready to switch?