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SMF Eligible Rollover Fund Withdrawal from This form serves as your instruction to us on how to deal with your benefit. We recommend that you consult your licensed financial adviser to assist you
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SMF Eligible Rollover Fund is a superannuation trust established to receive and hold certain types of superannuation money from a complying superannuation fund.
The trustee of a complying superannuation fund is required to file SMF Eligible Rollover Fund.
To fill out SMF Eligible Rollover Fund, the trustee needs to provide information on the types of superannuation money being transferred and comply with regulatory requirements.
The purpose of SMF Eligible Rollover Fund is to facilitate the transfer of certain types of superannuation money from one fund to another in a compliant manner.
The information reported on SMF Eligible Rollover Fund typically includes details of the transferor fund, the member account details, and the amount being transferred.
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