Link Option RequiredTo include the Link portal for Trustees to access 3 way communication.If you have any questions please do not hesitate to contact us on 1300 809 933.This form is to provide a portal link to trustees for the primary purpose of enhancing the communication process.Name of Person Completing this Form* First Last Email Address*A confirmatory email will be sent to this address once this form has been successfully submitted. Are you completing this form on behalf of the adviser?* Yes NoAdviser Name*The adviser will be sent a copy of this form on submission. First Last Adviser Email* Which of the following optional items do you wish to be included on the Trustees Link menu?* SMSF Guide (as provided in the Adviser portal) SMSF TV (link to the SMSF TV page on the SMSF Alliance web site) A link to a web site of your choice.Name Required*This will be shown as a label at the top of the left hand menu. e.g. ABC WealthLink (URL)*This is the link that will be attached to the label above.Additional option to link to comprehensive fund reporting.*Selecting this link will give the trustees access to reporting on investment transactions, returns, contributions and pensions. It can be confusing if you are also providing comprehensive reporting from another source due to processing and timing differences. It will require us to send the trustees a separate portal invitation from Class (the SMSF administration platform). On acceptance they will establish a login which is additional to their login to the SMSF Alliance portal. A link to the reporting system will be shown on the SMSF Alliance portal. Yes NoNumber of SMSFs requiring Link Access?*-12345SMSF OneFund Name*Number of Contacts*-1234Contact Name*Contact Name Email Address* Contact 2: Contact Name*Contact 2: Contact Name Email Address* Contact 3: Contact Name*Contact 3: Contact Name Email Address* Contact 4: Contact Name*Contact 4: Contact Name Email Address* SMSF TwoFund Name*Number of Contacts*-1234Contact Name*Contact Name Email Address* Contact 2: Contact Name*Contact 2: Contact Name Email Address* Contact 3: Contact Name*Contact 3: Contact Name Email Address* Contact 4: Contact Name*Contact 4: Contact Name Email Address* SMSF ThreeFund Name*Number of Contacts*-1234Contact Name*Contact Name Email Address* Contact 2: Contact Name*Contact 2: Contact Name Email Address* Contact 3: Contact Name*Contact 3: Contact Name Email Address* Contact 4: Contact Name*Contact 4: Contact Name Email Address* SMSF FourFund Name*Number of Contacts*-1234Contact Name*Contact Name Email Address* Contact 2: Contact Name*Contact 2: Contact Name Email Address* Contact 3: Contact Name*Contact 3: Contact Name Email Address* Contact 4: Contact Name*Contact 4: Contact Name Email Address* SMSF FiveFund Name*Number of Contacts*-1234Contact Name*Contact Name Email Address* Contact 2: Contact Name*Contact 2: Contact Name Email Address* Contact 3: Contact Name*Contact 3: Contact Name Email Address* Contact 4: Contact Name*Contact 4: Contact Name Email Address* Do you want access to comprehensive fund reporting? Yes No
