Our Forms

Alliance Partner Registration

New Alliance Partner Registration

If you are new to our services, please register your business and contact details here.

Fund Matters

Establish a New SMSF

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.

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 (inc Part 3 of a New LRBA establishment)

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.

Deed Upgrade Application

To update a deed to our latest version.

Add a Member or Director (Corporate Trustee Fund)

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.

Change of Member or Trustee (Individual Trustee Fund)

To change the member and/or trustee.

Remove a Director (Corporate Trustee Fund)

To remove a director of a corporate trustee.

Borrowing

Establish a New Limited Recourse Borrowing

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.

Member Matters

Change of Member or Director (Corporate Trustee Fund)

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.

Change of Member or Trustee (Individual Trustee Fund)

To change the member and/or trustee.

Remove a Director (Corporate Trustee Fund)

To remove a director of a corporate trustee.