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Let's get your client's application underway!

 

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

 

For a new SMSF, ensure your clients have:
  • Chosen a name for their SMSF
  • Personal details for each member including tax file numbers
  • If they intend to use a corporate trustee, the name they would like to use for this company
  • Identification documents for themselves and each fund member, eg. driver’s license, Medicare card, passport

 

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

 

Foundation

SuperConcepts

Foundation

Platinum

SuperConcepts

Platinum

All details about our fees and charges are outlined in the Administration Services Guide and Financial Services Guide