By processing the assets in specie, we facilitate a seamless transfer and reduce the need for clients to sell down assets, withdraw funds to their bank accounts, or re-purchase assets in a new account. Clients can save on associated transaction costs and buy/sell spreads, and minimise out-of-market risks, ensuring their superannuation remains invested and aligned to your advice strategy.  

Our streamlined process is flexible and makes it easy for you to implement re-contribution strategies with only a client consent form required for efficient processing. 

Please note: Re-contribution requests must be submitted by 14 June 2024 to be processed by 30 June 2024.