Forms

Forms

Alliance Partner Registration

New Adviser Registration
To provide us with the details we need to better service you. It would be useful if you had your company logo, sized at 238 x 70 pixels, to upload during the registration process.

Fund Matters

Establish a New SMSF
Includes the application for a new corporate trustee if applicable. Payment by credit card is required. When the fund has available cash this payment may be refunded or, alternatively, it may be regarded as a deemed contribution subject to contribution rules.

Transfer an Existing SMSF to our Service
To provide us with the details we need to ensure a smooth transition to our service.

Establish a New Corporation
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.

Deed Upgrade Application
To update a deed to our latest version.

Change of Member or Director (Corporate Trustee Fund)
To change the member and/or director of a corporate trustee.

Change of Member or Trustee (Individual Trustee Fund)
To change the member and/or trustee.

Borrowing

Establish a New Limited Recourse Borrowing
Includes the application for a corporate trustee for the borrowing trust if required.

Pensions

Establish a New Pension
For the establishment of an account based pension. This is a free service to funds administered by us.

Pension Payments in Excess of the Minimum
Instruct us on how to treat pension payments in excess of the minimum. The pension spreadsheet from the SMSF Toolbar provides you with a list of all fund members’ pension and accumulation accounts. The relevant tax components are also included. This will assist you to instruct us correctly.

Member Matters

Rollouts or Member Balance Requests
To authorise us to prepare the necessary documentation including the preparation of interim accounts.

Change of Member or Director (Corporate Trustee Fund)
To change the member and/or director of a corporate trustee.

Change of Member or Trustee (Individual Trustee Fund)
To change the member and/or trustee.

Binding Death Benefit Nominations
This nomination form will only be effective if it is completed correctly and the SMSF’s deed allows for this type of nomination.