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