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.
Priority Request for End of Year Accounts Preparation
Register a fund for priority processing of end of year accounts. Only valid for one year.
COVID Rental Relief
To create appropriate documentation where SMSF property tenants have received COVID related rental adjustments.
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 Commutation Instructions including for payments in excess of the minimum
Instruct us on how to treat pension commutations. The pension spreadsheet from the Member Accounts section of 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 Nomination
To arrange a lapsing or non-lapsing nomination (subject to the deed).