Let's get your application underway

But first, a quick check of what you need to have ready:

For a new SMSF:  

• Chosen a name for your SMSF
• Personal details for each member including tax file numbers
• If you intend to use a corporate trustee, the name you would like to use for this company
• Identification documents for yourself and each fund member, eg. driver’s license, Medicare card, passport

Transferring your SMSF:

• Details of your existing SMSF
• Details of your corporate trustee (if you have one)
• If you are using an administrator for your fund, their contact details so we can contact them and initiate the transfer