Seamless setup, Simple fee structure, Serious freedom.

Ready to take charge of your super? You focus on investing — we’ll take care of the setup, tax, accounting and audit.

We’re Self-Managed Super made simple.

Ready to take charge of your super? You focus on investing — we’ll take care of the setup, tax, accounting and audit.

We’re Self-Managed Super made simple.

Seamless setup, Simple fee structure, Serious freedom.

Ready to take charge of your super? You focus on investing — we’ll take care of the setup, tax, accounting and audit.

We’re Self-Managed Super made simple.

Seamless setup, Simple fee structure, Serious freedom.

Ready to take charge of your super? You focus on investing — we’ll take care of the setup, tax, accounting and audit.

We’re Self-Managed Super made simple.

Details of Your Fund

Fund Name

Fund ABN

Fund TFN

Bank Name

BSB Number

Account Number

Trustee/member 1

Given name(s)

Surname

Title

Phone Number

Residential Address

Date of Birth

Place of Birth

Occupation

Tax File Number

Please attach a clear image of the FRONT of your driver's license

Click to upload file or drag-and-drop. Max 25 MB

Please attach a clear image of the BACK of your driver's license

Click to upload file or drag-and-drop. Max 25 MB

Trustee/member 2

Given name(s)

Surname

Title

Phone Number

Residential Address

Date of Birth

Place of Birth

Occupation

Tax File Number

Please attach a clear image of the FRONT of your driver's license

Click to upload file or drag-and-drop. Max 25 MB

Please attach a clear image of the BACK of your driver's license

Click to upload file or drag-and-drop. Max 25 MB

Adviser Details

Proceed to submit form if you do not have an adviser.

Name

Company Name

Title

Residential Address

Phone Number

Do you consent to your Adviser having online access to your reports?

Do you consent to to us discussing your SMSF with your Adviser?

Page 1 / 1

Details of Your Fund

Fund Name

Fund ABN

Fund TFN

Bank Name

BSB Number

Account Number

Trustee/member 1

Given name(s)

Surname

Title

Phone Number

Residential Address

Date of Birth

Place of Birth

Occupation

Tax File Number

Please attach a clear image of the FRONT of your driver's license

Click to upload file or drag-and-drop. Max 25 MB

Please attach a clear image of the BACK of your driver's license

Click to upload file or drag-and-drop. Max 25 MB

Trustee/member 2

Given name(s)

Surname

Title

Phone Number

Residential Address

Date of Birth

Place of Birth

Occupation

Tax File Number

Please attach a clear image of the FRONT of your driver's license

Click to upload file or drag-and-drop. Max 25 MB

Please attach a clear image of the BACK of your driver's license

Click to upload file or drag-and-drop. Max 25 MB

Adviser Details

Proceed to submit form if you do not have an adviser.

Name

Company Name

Title

Residential Address

Phone Number

Do you consent to your Adviser having online access to your reports?

Do you consent to to us discussing your SMSF with your Adviser?

Page 1 / 1

Details of Your Fund

Fund Name

Fund ABN

Fund TFN

Bank Name

BSB Number

Account Number

Trustee/member 1

Given name(s)

Surname

Title

Phone Number

Residential Address

Date of Birth

Place of Birth

Occupation

Tax File Number

Please attach a clear image of the FRONT of your driver's license

Click to upload file or drag-and-drop. Max 25 MB

Please attach a clear image of the BACK of your driver's license

Click to upload file or drag-and-drop. Max 25 MB

Trustee/member 2

Given name(s)

Surname

Title

Phone Number

Residential Address

Date of Birth

Place of Birth

Occupation

Tax File Number

Please attach a clear image of the FRONT of your driver's license

Click to upload file or drag-and-drop. Max 25 MB

Please attach a clear image of the BACK of your driver's license

Click to upload file or drag-and-drop. Max 25 MB

Adviser Details

Proceed to submit form if you do not have an adviser.

Name

Company Name

Title

Residential Address

Phone Number

Do you consent to your Adviser having online access to your reports?

Do you consent to to us discussing your SMSF with your Adviser?

Page 1 / 1

Seamless setup, Simple fee structure, Serious freedom.

Seamless setup, Simple fee structure, Serious freedom.

Seamless setup, Simple fee structure, Serious freedom.

Seamless setup, Simple fee structure, Serious freedom.

Details of Your Fund

Fund ABN

Fund TFN

Bank Name

BSB Number

Account Number

Trustee/member 1

Residential Address

Date of Birth

Place of Birth

Occupation

Tax File Number

Related documents

Please attach a clear image of the FRONT of your driver's license

Please attach a clear image of the BACK of your driver's license

Trustee/member 2

Residential Address

Date of Birth

Place of Birth

Occupation

Tax File Number

Related documents

Please attach a clear image of the FRONT of your driver's license

Please attach a clear image of the BACK of your driver's license

Adviser Details

Residential Address

Details of Your Fund

Fund ABN

Fund TFN

Bank Name

BSB Number

Account Number

Trustee/member 1

Residential Address

Date of Birth

Place of Birth

Occupation

Tax File Number

Related documents

Please attach a clear image of the FRONT of your driver's license

Please attach a clear image of the BACK of your driver's license

Trustee/member 2

Residential Address

Date of Birth

Place of Birth

Occupation

Tax File Number

Related documents

Please attach a clear image of the FRONT of your driver's license

Please attach a clear image of the BACK of your driver's license

Adviser Details

Residential Address

Details of Your Fund

Fund ABN

Fund TFN

Bank Name

BSB Number

Account Number

Trustee/member 1

Residential Address

Date of Birth

Place of Birth

Occupation

Tax File Number

Related documents

Please attach a clear image of the FRONT of your driver's license

Please attach a clear image of the BACK of your driver's license

Trustee/member 2

Residential Address

Date of Birth

Place of Birth

Occupation

Tax File Number

Related documents

Please attach a clear image of the FRONT of your driver's license

Please attach a clear image of the BACK of your driver's license