Establishment of a New Fund

IMPORTANT: If this application includes the establishment of a new corporate trustee it cannot be finalised unless each new director’s Director Identification Number is supplied where requested. Also, we will need either a copy of a drivers licence or a passport for each trustee/director to be uploaded with this application. Lastly, if this application is for a QROPS fund, the corporate trustee option is mandatory. If you have any questions please do not hesitate to contact us via our portal or, if a more immediate response is required, on 1300 809 933.

Step 1 of 4

Does the Fund require QROPS status?*
Funds should only be registered for QROPS status if there is UK pension money to be transferred to the SMSF. Additional fees are incurred for QROPS registrations. Also, a corporate trustee is mandatory.
- Yes
- No
What was the date of leaving the UK for Tax Purposes?*

Day
Month
Year
National Insurance Number - Member 1
National Insurance Number - Member 2

Save and Continue Later

Government Issued Identification*
Please provide a copy of one Government issued identification document (driver's licence, passport, etc) for each member or director.
Drop files here or

Accepted file types: pdf, png, jpg, Max. file size: 5 MB.
Trustee Option:*
- Individual Trustee
- Corporate Trustee
Note that SMSFs requiring QROPS approval must have a Corporate Trustee.
How many Members/ Trustees?*
Member 1 Name*
Prefix First Middle Last
Member 1 Street Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Member 1 Mobile Phone Number*
Member 1 Email Address*
Member 1 Gender*
- Male
- Female
Member 1 Date of Birth*

Day
Month
Year
Member 1 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Member 1 Town & Country of Birth*
City State / Province / Region Country
Member 1 TFN*
Trustee 2 Name*
Prefix First Middle Last
Is the street address for Trustee 2 the same as Member 1?*
- Yes
- No
Trustee 2 Street Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Trustee 2 Mobile Phone Number*
Trustee 2 Email Address*
Trustee 2 Gender*
- Male
- Female
Trustee 2 Date of Birth*

Day
Month
Year
Trustee 2 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Trustee 2 Town & Country of Birth*
City State / Province / Region Country
Trustee 2 TFN*
Member 2 Name*
Prefix First Middle Last
Is member 2 address the same as member 1?*
- Yes
- No
Member 2 Street Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Member 2 Mobile Phone Number*
Member 2 Email Address*
Member 2 Gender*
- Male
- Female
Member 2 Date of Birth*

Day
Month
Year
Member 2 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Member 2 Town & Country of Birth*
City State / Province / Region Country
Member 2 TFN*
Member 3 Name*
Prefix First Middle Last
Is member 3 address the same as member 1?
- Yes
- No
Member 3 Street Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Member 3 Mobile Phone Number*
Member 3 Email Address*
Member 3 Gender*
- Male
- Female
Member 3 Date of Birth*

Day
Month
Year
Member 3 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Member 3 Town & Country of Birth*
City State / Province / Region Country
Member 3 TFN*
Member 4 Name*
Prefix First Middle Last
Is member 4 address the same as member 1?
- Yes
- No
Member 4 Street Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Member 4 Mobile Phone Number*
Member 4 Email Address*
Member 4 Gender*
- Male
- Female
Member 4 Date of Birth*

Day
Month
Year
Member 4 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Member 4 Town & Country of Birth*
City State / Province / Region Country
Member 4 TFN*
Member 5 Name*
Prefix First Middle Last
Is member 5 address the same as member 1?
- Yes
- No
Member 5 Street Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Member 5 Mobile Phone Number*
Member 5 Email Address*
Member 5 Gender*
- Male
- Female
Member 5 Date of Birth*

Day
Month
Year
Member 5 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Member 5 Town & Country of Birth*
City State / Province / Region Country
Member 5 TFN*
Member 6 Name*
Prefix First Middle Last
Is member 6 address the same as member 1?
- Yes
- No
Member 6 Street Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Member 6 Mobile Phone Number*
Member 6 Email Address*
Member 6 Gender*
- Male
- Female
Member 6 Date of Birth*

Day
Month
Year
Member 6 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Member 6 Town & Country of Birth*
City State / Province / Region Country
Member 6 TFN*
Is Corporate Trustee already Established?*
- Yes
- No
Company Name*
Company ACN*
Would you like SMSF Alliance to become the Registered Agent?*
There is an additional yearly fee for SMSF Alliance to act as the Registered Agent & Address. We will also need the Company Register
- Yes
- No
Company Registered Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Preferred Company Name*
Option 1 Option 2 Option 3
Would you like SMSF Alliance to act as the Registered Agent?*
There is an additional yearly fee for SMSF Alliance to act as the Registered Agent & Address. We will also need the Company Register
- Yes
- No
Registered Address*
Street Address City State / Province / Region ZIP / Postal Code Country
How many Directors/ Members?*
Director 1 Name*
Prefix First Middle Last
Director 1 Any prior name/s?*
- Yes
- No
Director 1 What was the prior name?*
Director 1 Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Director 1 - SMSF Member?*
- Yes
- No
Director 1 - Gender*
- Male
- Female
Director 1 Date of Birth*

Day
Month
Year
Director 1 Place of Birth*
Please include Town and Country

City State / Province / Region Country
Director 1 Email*
Director 1 TFN*
Director 1 Director Identification Number*
Director 1 Mobile phone number*
Director 1 - Is Director 1 a Company Secretary?*
1 Company Secretary MUST be appointed per Company Establishment
- Yes
- No
Director 1 - Is Director 1 a Public Officer?*
- Yes
- No
Director 1 - Is Director 1 a Shareholder?*
- Yes
- No
Director 1 - Number of ordinary shares @ $1.00 per share
Director 1 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require details about the Industry as well.
Director 2 Name
Prefix First Middle Last
Director 2 Any prior name/s?
- Yes
- No
Director 2 What was the prior name?*
Director 2 - SMSF Member?*
- Yes
- No
Director 2 Gender*
- Male
- Female
Director 2 Date of birth*

Day
Month
Year
Director 2 Place of Birth*
Please include the Town & Country

City State / Province / Region Country
Director 2 Email Address*
Director 2 Mobile Phone Number*
Director 2 TFN*
Director 2 Director Identification Number*
Director 2 Is the address the same as Director 1?*
- Yes
- No
Director 2 Street Address
Street Address City State / Province / Region ZIP / Postal Code Country
Director 2 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require details about the Industry as well.
Director 2 - Is Director 2 a Company Secretary?*
- Yes
- No
Director 2 - Is Director 2 a Public Officer?*
- Yes
- No
Director 2 - Is Director 2 a shareholder?*
- Yes
- No
Director 2 - Number of ordinary shares @ $1.00 per share
Director 3 Name*
Prefix First Middle Last
Director 3 Any prior name/s?*
- Yes
- No
Director 3 What was the prior name?*
Director 3 Gender*
- Male
- Female
Director 3 Date of Birth*

Day
Month
Year
Director 3 Place of Birth*
Please include Town & Country

City State / Province / Region Country
Director 3 Email*
Director 3 Mobile number*
Director 3 TFN*
Director 3 Director Identification Number*
Is Director 3 Address the same as Director 1?*
- Yes
- No
Director 3 Street Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Director 3 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require details about the Industry as well.
Director 3 - Is Director 3 a Company Secretary?*
- Yes
- No
Director 3 - Is Director 3 a Public Officer?*
- Yes
- No
Director 3 - Is Director 3 a shareholder?
- Yes
- No
Director 3 - Number of ordinary shares @ $1.00 per share*
Director 4 Name*
Prefix First Middle Last
Director 4 Any prior name/s?*
- Yes
- No
Director 4 What was the prior name?*
Director 4 Gender*
- Male
- Female
Director 4 Date of Birth*

Day
Month
Year
Director 4 Place of Birth*
Please include Town and Country

City State / Province / Region Country
Director 4 Email*
Director 4 Mobile Number*
Director 4 TFN*
Director 4 Director Identification Number*
Director 4 - Address the same as Director 1?*
- Yes
- No
Director 4 Street Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Director 4 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require details about the Industry as well.
Director 4 - Is Director 4 a Company Secretary?*
- Yes
- No
Director 4 - Is Director 4 a Public Officer?*
- Yes
- No
Director 4 - Is Director 4 a shareholder?*
- Yes
- No
Director 4 - Number of ordinary shares @ $1.00 per share*
Director 5 Name*
Prefix First Middle Last
Director 5 Any prior name/s?*
- Yes
- No
Director 5 What was the prior name?*
Director 5 Gender*
- Male
- Female
Director 5 Date of Birth*

Day
Month
Year
Director 5 Place of Birth*
Please include Town and Country

City State / Province / Region Country
Director 5 Email*
Director 5 Mobile Number*
Director 5 TFN*
Director 5 Director Identification Number*
Director 5 - Address the same as Director 1?*
- Yes
- No
Director 5 Street Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Director 5 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require details about the Industry as well.
Director 5 - Is Director 5 a Company Secretary?*
- Yes
- No
Director 5 - Is Director 5 a Public Officer?*
- Yes
- No
Director 5 - Is Director 5 a shareholder?*
- Yes
- No
Director 5 - Number of ordinary shares @ $1.00 per share*
Director 6 Name*
Prefix First Middle Last
Director 6 Any prior name/s?*
- Yes
- No
Director 6 What was the prior name?*
Director 6 Gender*
- Male
- Female
Director 6 Date of Birth*

Day
Month
Year
Director 6 Place of Birth*
Please include Town and Country

City State / Province / Region Country
Director 6 Email*
Director 6 Mobile Number*
Director 6 TFN*
Director 6 Director Identification Number*
Director 6 - Address the same as Director 1?*
- Yes
- No
Director 6 Street Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Director 6 Specific Occupation*
Please be as detailed as possible. We cannot accept "Manager" we require details about the Industry as well.
Director 6 - Is Director 6 a Company Secretary?*
- Yes
- No
Director 6 - Is Director 6 a Public Officer?*
- Yes
- No
Director 6 - Is Director 6 a shareholder?*
- Yes
- No
Director 6 - Number of ordinary shares @ $1.00 per share*

Save and Continue Later

Any additional information?
Payment Summary
SMSF Deed with Individual Trustee
Deed with Individual Trustee
Price:
SMSF Deed with Corporate Trustee
Deed with Corporate Trustee
Price:
SMSF Deed with Existing Corporate Trustee
Deed with Existing Corporate Trustee
Price:
QROPS Establishment Fee
QROPS Establishment Fee
Price:
Fee (inclusive of GST)
$ 0.00
How will you be paying?
- Fee Authority on File
- Credit Card
Credit Card
Card Details
Cardholder Name
How would you like the Establishment Fee dealt with?
- Refunded back to the member once funds are received
- Eligible Member Contribution within the caps
Once the fund receives rollovers/ contributions the Establishment Fee can be paid back to the paying member or taken up as a Contribution for the member/s if eligible. If a refund is chosen, please note this should be done by the Trustees as soon as possible once monies have been received by the Fund.
Member Contributions
Please provide information on how the member contribution should be processed. ie. 100% to member 1, 50/50 split between member 1 & 2 etc

Save and Continue Later

Establishment of a New Fund

Step 1 of 4

ORDER DETAILS:

FUND DETAILS:

Payment Summary

About

Quick Links

Contact

Option 1	Option 2	Option 3