Our Forms

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By enabling data feeds for all SMSFs using a particular bank or platform, advisers can assist us to optimise both the efficiency and cost of our SMSF services. This data feed authority operates at an adviser level. It avoids the need to obtain individual data feed authorities from each client. Once activated, it only requires you to turn on a particular client’s feed, and we will receive that client’s SMSF data. It relates to data only. It is non-transactional. Fee authorities still need to be arranged on an individual basis.

Payment by credit card is required unless we are administering the fund and a payment authority is in place. When the fund has available cash a credit card payment may be refunded or, alternatively, it may be regarded as a deemed contribution subject to contribution rules. For the payment authority option, we will debit the account when funds are available. Note that, should the establishment not proceed after we have produced the documents, whether this is because the trustee has changed their mind or the ATO has refused the fund’s registration, payment will still be required. It is suggested that prospective trustees visit our SMSF TV page and watch, as a minimum, “Do You Qualify for an SMSF?” If this application includes the establishment of a new corporate trustee it will require each director’s Director Identification Number where requested.

Note that, if SMSF Alliance is to be appointed tax agent for this fund, you will need to provide the trustees with the order number you receive on submission. You must also inform them that they will receive an SMS from VerifyID (containing the order number) which they will need to action within 48 hours, to prove their identity documents are legitimate. This is a government requirement.

To provide us with the details we need to ensure a smooth transition to our service.

For a new special purpose SMSF corporate trustee or a standard company to be used as the trustee of any other trust such as a limited recourse borrowing trust or as a general trading company. Note that this application cannot be finalised unless each director’s Director Identification Number is supplied where requested.

To update a deed to our latest version.

To change the member and/or director of a corporate trustee. Note that this application cannot be finalised unless each new director’s Director Identification Number is supplied where requested.

To change the member and/or trustee.

To remove a director of a corporate trustee.

If this application includes the establishment of a new corporate trustee it cannot be finalised unless each director’s Director Identification Number is supplied where requested.

Borrowing documents require that certain pre-requisites have been satisfied. Steps 3 and 4 will always be required.

1. The SMSF must be established. If this is still outstanding, then please attend to it here.
2. If the SMSF has been established, lenders will generally require that it has a corporate trustee. If it does not, and one is required, please attend to this here.
3. Once 1 & 2 have been satisfied, the borrowing trust may be established. It will usually require a corporate trustee. If one is required, and there is no existing company available for this purpose, then please attend to this here. Once this is established, we will send you an acknowledgement so you will be able to purchase the asset. We will also advise the way that the purchaser’s details should be shown in the purchase contract.
4. Once the contract is signed, we require a copy of the purchase contract attached to the application for final trust documentation here.

To change the member and/or director of a corporate trustee. Note that this application cannot be finalised unless each new director’s Director Identification Number is supplied where requested.

To change the member and/or trustee.

To remove a director of a corporate trustee.