Lower transition friction
Cut down the upfront cost of moving by having eligible documented liquidation and transfer fees reviewed for coverage.
Your super transition, your way
Low fees, dedicated support, and documented review to help you move with confidence. ATG covers eligible documented liquidation and transfer fees for approved clients.
Documented review
Lawful access only
Dedicated onboarding
24-hour support
Why choose ATG for superannuation transitions?
Access global markets
Once approved, clients can pursue diversification across the markets available through the ATG Australia platform.
Expert support
Have questions about documents, eligibility, or next steps? ATG support can guide you through the review process. Book a call >
Clear documented process
No guesswork: every stage is tied to documentation, review, and approval before any fee coverage is applied.
Create live account
Financial services are provided by ATG Australia Ltd. Account applications are hosted on the ATG platform domain.
If you are ready to move
Our superannuation transition process is simple
What are the likely benefits of a supported transition?
Greater clarity
Understand documented costs, eligibility, and next steps before committing to a move.
Lower upfront friction
Eligible documented liquidation and transfer fees may be covered after review, reducing the cost of getting started.
Flexibility
Choose the documentation route that fits your current provider arrangement and timeline.
Guided onboarding
Work with ATG support through documentation, review, and account setup rather than navigating alone.
Lower friction
Guided support
Before you begin
How does the review work?
3 Steps
Guided review with ATG support
There are typically three steps when ATG support helps you collect documents and confirm eligibility.
Self-serve
Prepare documents yourself
Best if you already have provider paperwork and want to submit everything in one pass for faster review.
Our partner SMSF specialists
We’ve partnered with trusted SMSF administrators to streamline the setup process, so investors can focus on their investments.
Atlas SMSF
$1,990
Annual administration fee
Individual : $350
Corporate : $1,150
New SMSF establishment service fee
- Offers Financial Advice Services for an Additional fee
- Audit Services
- Investment Strategy Services
- Dedicated Client Service Manager
- Existing SMSF Transfer
- Do they offer more SMSF services?
Sign up now to unlock expert support
Harbour Super
Admin
$1,200
Annual administration fee
Individual : $450
Corporate : $1,400
New SMSF establishment service fee
- Offers Financial Advice Services for an Additional fee
- Audit Services
- Investment Strategy Services
- Dedicated Client Service Manager
- Existing SMSF Transfer
- Do they offer more SMSF services?
Use referral code ‘ATG’ to unlock expert support
Sterling
SMSF
$2,900
Annual administration fee
Individual : $350
Corporate : $999
New SMSF establishment service fee
- Offers Financial Advice Services for an Additional fee
- Audit Services
- Investment Strategy Services
- Dedicated Client Service Manager
- Existing SMSF Transfer
- Do they offer more SMSF services?
Offers financial planning and investment advice for your SMSF for the first year FREE
Keystone Admin
$1,550
Annual administration fee
Individual : $350
Corporate : $1,150
New SMSF establishment service fee
- Offers Financial Advice Services for an Additional fee
- Audit Services
- Investment Strategy Services
- Dedicated Client Service Manager
- Existing SMSF Transfer
- Do they offer more SMSF services?
Sign up now to unlock expert support
Fees are inclusive of GST
Disclosure: ATG Australia may receive fees from the above third-party SMSF administrators for referrals that result in the purchase of their services. ATG Australia does not provide any advice or recommendations with regard to the providers’ services or the suitability of establishing an SMSF in general. Please seek professional advice from a qualified financial adviser and/or accountant where necessary.
ATG exclusive
ATG Retirement Growth Strategy
A purpose-built allocation for super transitions — blending income, growth, and controlled alternative exposure so retirement capital can work harder without abandoning diversification.
Illustrative strategy returns — past 3 years
Figures are illustrative model outcomes for the ATG Retirement Growth Strategy blend. Past performance is not a reliable indicator of future performance. No guaranteed returns.
What makes this strategy different
-
Dividend income sleeve
Franked Australian shares and global dividend ETFs targeting consistent cash-flow support in retirement.
-
Controlled crypto exposure
Up to 10% allocation via regulated crypto ETPs — optional and capped within a documented investment strategy.
-
Global growth core
Diversified international equities for long-term compounding alongside defensive buffers.
-
Defensive & alternatives mix
Bonds, cash, REITs, and gold help manage drawdown risk while keeping growth exposure active.
35% Dividend equities
25% Growth & innovation
20% Defensive
12% AU income
8% Alternatives
Projection calculator
Enter the balance you have available to invest and see an illustrative projection based on the strategy’s 3-year average growth rate.
Projections are hypothetical illustrations only. Actual returns will vary with markets, fees, taxes, and your personal circumstances. This is not financial advice.
Request strategy details
An ATG representative can explain allocation settings, crypto caps, dividend options, and how the strategy fits your super transition.
Got superannuation questions? We’ve got the answers
Which fees can be covered?
Eligible documented liquidation, transfer, administration, or provider charges directly connected to an approved transition may be considered.
Is coverage automatic?
No. Fee coverage is subject to review and approval after ATG receives the relevant account and provider documentation.
How long does approval take?
Timing depends on the completeness of the documents, provider response times, and the complexity of the current arrangement.
What documents are useful?
Fee schedules, account statements, transfer or liquidation cost summaries, and provider correspondence can help the support team review the request.
How can a superannuation transition account be opened?
Start by creating a live ATG Australia account. Support will confirm the correct pathway and tell you which provider documents are needed for review.
How much does it cost to open an account?
There is no separate charge to begin the review process. Standard trading fees and product costs still apply once an account is active.
Can I transfer from another provider?
Transfers may be possible where lawful and supported by documentation. Contact ATG support for instructions based on your current provider.
What if I no longer want to proceed?
You can stop before any move is completed. Contact support if you need help closing an application or understanding your options.
Didn’t find what you’re looking for? Get in touch with our specialists.
This information is general in nature and does not consider your personal objectives, financial situation, or needs. Superannuation access or transfer must follow lawful access or transfer requirements. Fee coverage is subject to review and approval. No guaranteed returns. Consider obtaining independent professional advice before making decisions about superannuation or trading products.
Book a call with our dedicated team
A tailored one-on-one consultation, at no extra cost, to help you understand documents, eligibility, and next steps before you move.