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Industry funds make it deliberately hard to leave because your balance is their revenue. In this episode, Troy breaks down how to get your money out and what really happens behind the scenes when you request a rollover.

◼️ Why industry funds create friction when you try to exit

◼️ The exact steps your SMSF must have in place before a rollover

◼️ The delay tactics they use to push you to day 27

Timestamps:

0:00:00 - Introduction

00:01:02 - Why Industry Funds Make It Hard to Leave

00:01:35 - Step 1: Setting Up Your SMSF

00:02:06 - Step 2: Finding the Rollover Form

00:02:29 - Step 3: Understanding the ESA

00:02:52 - Step 4: Certified ID Requirements

00:03:13 - Step 5: The Follow-Up Call

00:03:34 - Common Delay Tactics by Industry Funds

00:05:00 - How Blue Chip SMSF Services Can Help

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DISCLAIMER

This content is for educational and coaching purposes only. This is not personal financial or legal advice. SMSF rules are complex and individual circumstances vary significantly. Before making any investment or structural decisions, consult with a qualified financial advisor and SMSF accountant tailored to your specific situation. Improper SMSF management can result in significant penalties and loss of concessional tax treatment.