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Client & Customer Files

1. Select a Client Firm:

2. Select a Customer:

Add New Client Firm

Client Firm Name

Initial Admin's Email

Invite New Staff Member

New Staff Member's Email

Role

Request a New Job for

Select Job Type

Notes / Special Instructions

SMSF Setup Application

Provide the necessary details to establish a new SMSF.

1. Primary Trustee Details

The primary contact for the SMSF

First Name

Last Name

Email

Phone Number

Street Address

Primary Trustee Tax Details

Date of Birth

Postal Address

Tax File Number (TFN)

Director Identification Number (DIN)

I Have Never Been Declared Bankrupt

2. Additional Trustees

Will This SMSF Have Additional Trustees?

3. SMSF Details

Please enter your preferred name for your SMSF Super Fund

I confirm all trustees understand their trustee obligations

Do you have a UK pension that you intend to transfer...? (QROPS)

I intend to buy a property with my SMSF... (BARE Trust/LRBA)

We acknowledge that we have read and understood the terms and conditions. We have considered my individual investment and personal insurance needs, and we understand the risks associated with my choices. We understand, as a trustee, that we have obligations and reporting requirements. We acknowledge that the ATO may contact trustees of the fund to ensure they understand their trustee obligations.

A corporate trustee name will be selected for you when establishing your SMSF.

I Agree

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