Order Details: Name of Person Completing this Form.* First Last
Submitter's Email Address* This email address will receive a confirmatory email when this form has been successfully submitted.
Are you* Are you completing this form on behalf of the adviser?* Adviser Name* The adviser will receive a copy on submission.
First Last
Adviser Email*
Are you an existing adviser with us?* Adviser Company Name*
Adviser Phone*
Adviser Address* Company Details Company Name* Please provide up to 3 selections for a Company Name. If your first choice is unavailable we will move down the list in order (to add each name, click the + sign on the right of the box. Do not include Trust or Trustee in the name.
Is SMSF Alliance to act as the Registered Agent/ Address?* Only available if SMSF Alliance is administering the SMSF.
Registered Agent Name
Street Address for Registered Agent Where is the Company's Principal Business Address?* If the company is acting as an SMSF trustee this is generally the address of a director.
What type of Company would you like establish?* Special Purpose Companies have a lower annual ASIC fee but must solely be used as a Superannuation Trustee Company.
Note that a LRBA Bare Trust corporate trustee is a General Purpose Company not a Special Purpose Company.
Is this company to be appointed as the replacement trustee for an existing SMSF?* Do you require SMSF Alliance to finalise the trustee replacement?* Please note, this will incur an additional $391 fee for the processing of the Change of Trustee and provision of associated documentation. If we do not administer the fund, we will also require the latest copy of the trust deed. If you require a deed upgrade please complete a separate order form for that purpose.
Is this company to be appointed as the trustee of a limited recourse borrowing trust, otherwise known as a bare trust or security trust?* Is SMSF Alliance to establish the borrowing trust deed and associated documentation?* What is the name of the bare trust?* It can be anything you like.
Is the lender a related party?* What is the name of the lender?* This should be the full name if individuals or the complete entity name if not.
Safe Harbour Provisions* There are safe harbour provisions which provide ATO acceptable terms and interest rates. They differ depending on whether the item purchased is a property or a single collection of identical listed shares. Loans are principal and interest. For Property, the max LVR is 70% and the max term is 15 Years. Interest rate is set yearly but can be fixed for 5 years from inception. For listed shares the max LVR is 50% and the max term is 7 years. Interest rates are set yearly at 2% over the property rate but can be fixed for 2 years from inception.
Purchase Price?*
Loan Amount?* Under the safe harbour provisions the LVR cannot exceed 70%.
Term?* Under the safe harbour provisions the maximum term is 15 years for property and 7 years for listed equities. Related party loans can be paid out earlier but they cannot be extended.
Term Required*
Interest Type* The interest rate will be as required under the safe harbour rules. It is either variable each year or fixed, initially for a maximum of 5 years for property and 2 years for listed equities, then variable thereafter.
Interest Type Required?*
The asset is*
Description of the asset*
Is the asset a going concern?* GST will need to be included in the purchase price if the asset is not a going concern. To be a going concern, the asset must be subject to a lease that predates settlement AND the SMSF must be registered for GST.
What is the address of the property?* Insert Unknown if the property has not yet been selected.
What are the title particulars as shown on the contract?* Insert Unknown if the property has not yet been selected.
Please upload a copy of the contract. If you do not yet have a contract we will finalise the documentation you require to go to contract but will not complete all of the bare trust documentation until after you have supplied us with the contract at a later date.
What is the asset's purchase price?* If unknown at the moment insert Unknown.
What is the loan amount?* If unknown at the moment insert Unknown.
What is the Name of the SMSF?* For action and/or receipt of invoice for this order.
Does SMSF Alliance administer the SMSF?* The answer is Yes if the SMSF is not currently administered by SMSF Alliance but will be shortly.
Acknowledgement* When we have established the borrowing trust we will provide you with the detail required to enter into a purchase contract. THE FINAL DOCUMENTATION WILL NOT BE COMPLETED UNTIL WE HAVE PROVIDED YOU WITH THE TRUST DEED. We cannot do this until you have provided us with a copy of the signed purchase contract. On receipt, we will complete the Borrowing Trust Deed and, for a related party loan, lender documentation required for settlement. We will also assist by liaising with the various parties, as required, to assist with settlement.
Number of Directors* - 1 2 3 4 5 6
Are all directors to be shareholders?* We cannot establish a new corporation, under the Corporations Act, without at least one active member. An active member is a director who is also a shareholder.
List the Directors who WILL NOT be shareholders.*
Director 1 Name* Mr. Mrs. Miss Ms. Dr. Prof. Prefix First Middle Last
Director 1 Have they ever changed their name?* Director 1 What was the prior name?*
Director 1 Street Address* Director 1 Mobile Phone Number*
Director 1 Email*
Gender* Director 1 Date of birth* Director 1 TFN* TBA is not a valid response.
Director 1 Director Identification Number The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)
Director 1 Specific Occupation* Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Director 1 Town & Country of Birth* Director 1 - Will they be Company Secretary?* At least one director must be a company secretary though there can be more than one.
Director 1 - Will they be a Public Officer?* At least one director must be a public officer though there can be more than one.
Director 1 - Will they be a shareholder?* At least one director MUST be a shareholder.
Director 1 Number of ordinary shares*
Director 2 Name* Mr. Mrs. Miss Ms. Dr. Prof. Prefix First Middle Last
Director 2 Have they ever changed their name?* Director 2 What was the prior name?*
Director 2 Street Address* Director 2 Mobile Phone Number*
Director 2 Email*
Director 2 Gender* Director 2 Date of birth* Director 2 TFN* TBA is not a valid response.
Director 2 Director Identification Number The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)
Director 2 Specific Occupation* Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Director 2 Town & Country of Birth* Director 2 - Will they be a Company Secretary?* At least one director must be a company secretary though there can be more than one.
Director 2 Will they be a Public Officer?* At least one director must be a public officer though there can be more than one.
Director 2 Will they be a Shareholder?* At least one director MUST be a shareholder.
Director 2 - Number of ordinary shares*
Director 3 Name* Mr. Mrs. Miss Ms. Dr. Prof. Prefix First Middle Last
Director 3 Have they ever changed their name?* Director 3 What was the prior name?*
Director 3 Street Address* Director 3 Mobile phone number*
Director 3 Email*
Director 3 Gender* Director 3 Date of birth* Director 3 TFN* TBA is not a valid response.
Director 3 Director Identification Number The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)
Director 3 Specific Occupation* Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Director 3 Town & Country of Birth* Director 3 Will they be a Company Secretary?* At least one director must be a company secretary though there can be more than one.
Director 3 Will they be a Public Officer?* At least one director must be a public officer though there can be more than one.
Director 3 Will they be a Shareholder?* At least one director MUST be a shareholder.
Director 3 Number of ordinary shares*
Director 4 Name* Mr. Mrs. Miss Ms. Dr. Prof. Prefix First Middle Last
Director 4 Have they ever changed their name?* Director 4 What was the prior name?*
Director 4 Street Address* Director 4 Mobile phone number*
Director 4 Email*
Director 4 Gender* Director 4 Date of birth* Director 4 TFN* TBA is not a valid response.
Director 4 Director Identification Number The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)
Director 4 Specific Occupation* Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Director 4 Town & Country of Birth* Director 4 Will they be a Company Secretary?* At least one director must be a company secretary though there can be more than one.
Director 4 Will they be a Public Officer?* At least one director must be a public officer
though there can be more than one.
Director 4 Will they be a Shareholder?* At least one director MUST be a shareholder.
Director 4 Number of Ordinary Shares*
Director 5 Name* Mr. Mrs. Miss Ms. Dr. Prof. Prefix First Middle Last
Director 5 Have they ever changed their name?* Director 5 What was the prior name?*
Director 5 Street Address* Director 5 Mobile phone number*
Director 5 Email*
Director 5 Gender* Director 5 Date of birth* Director 5 TFN* TBA is not a valid response.
Director 5 Director Identification Number The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)
Director 5 Specific Occupation* Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Director 5 Town & Country of Birth* Director 5 Will they be a Company Secretary?* At least one director must be a company secretary though there can be more than one.
Director 5 Will they be a Public Officer?* At least one director must be a public officer though there can be more than one.
Director 5 Will they be a Shareholder?* At least one director MUST be a shareholder.
Director 5 Number of Ordinary Shares*
Director 6 Name* Mr. Mrs. Miss Ms. Dr. Prof. Prefix First Middle Last
Director 6 Have they ever changed their name?* Director 6 What was the prior name?*
Director 6 Street Address* Director 6 Mobile phone number*
Director 6 Email*
Director 6 Gender* Director 6 Date of birth* Director 6 TFN* TBA is not a valid response.
Director 6 Director Identification Number The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)
Director 6 Specific Occupation* Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Director 6 Town & Country of Birth* Director 6 Will they be a Company Secretary?* At least one director must be a company secretary though there can be more than one.
Director 6 Will they be a Public Officer?* At least one director must be a public officer though there can be more than one.
Director 6 Will they be a Shareholder?* At least one director MUST be a shareholder.
Director 6 Number of Ordinary Shares*
Confirmation Check* This application cannot be processed unless at least one shareholder AND at least one company secretary have been nominated.
Acknowledgement* I acknowledge and certify that upon submission of this application that all proposed officers and members listed in this application have consented to their appointment by way of a signed consent and hereby appoint SMSF Alliance Pty Ltd to sign the Application for Registration of this company as agent on their behalf. I further confirm I will meet all liabilities for the establishment of the Company in a timely manner.
Acknowledging Name*
Additional Information
Choice of Document Recipient* The hard copy must be executed by the trustees and returned to us in full. Please indicate your preferred hard copy recipient:
New Corporation Price:
Change of Trustee Documentation Price:
Limited Recourse Borrowing Trust Price:
Related Party Limited Recourse Borrowing Trust Price:
Fee (inclusive of GST) $ 0.00
How will you be paying?* How will you be paying?* Note that work will not commence until payment has been made so payment by invoice will delay commencement.
Credit Card* 