In-specie transfer form Russell Class A Funds Complete this form to transfer Russell Class A funds y 2025

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On average, in specie transfers may take between three and six months. Please also note that an in specie SIPP transfer of funds on which you receive trail commission is a disturbance event. After the transfer, you will no longer be able to receive trail commission.
In specie transfers can be a useful tool for diversifying your SMSFs investment portfolio, reducing exposure to market fluctuations, and spreading risk across different asset classes.
In specie is a Latin term meaning in the actual form. Transferring an asset in specie means to transfer the ownership of that asset from one person/company/entity to another person/company/entity in its current form, that is without the need to convert the asset to cash.
The big plus with an in-specie transfer is that, because you do not need to sell or buy back the asset, there are no dealing charges. An in-specie transfer enables you to remain invested throughout. This can be positive or negative, depending on how the value of the asset shifts during the transfer.
Example of an In-Specie Transfer Individual investors generally hold their securities in brokerage accounts or with financial advisors. The investor may decide to transfer the assets to another advisor or put the money into another investment, such as a trust or an individual retirement account (IRA).
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By George Karavias An in specie transfer might sound like something out of a sci-fi fantasy film, but in the world of SMSFs, its when you directly transfer non-cash assets like property, shares, or managed funds into your self-managed super fund.

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