Self Managed Superannuation Fund
Fund Establishment Form
Thank you for the opportunity to establish your Self Managed Superannuation Fund.
To enable us to establish your SMSF we will need information from each of the proposed fund members/trustees.
In additional to the information requested, we will also need some documents to prove your identity, before the establishment of your fund. The required proof of ID is listed in this link: 100 Points of ID
Please scan and return all required identification documents with your Establishment Form. (Please ensure if using a Drivers Licence with change of address that you scan both sides.)
Once the completed and signed document has been received, we will provide the establish documents for the fund and the corporate trustee (if applicable). Please carefully check and sign all the necessary documents and email a copy to admin@supermanager.com.au.
The SMSF Establishment pack includes the below listed documents.
If you have requested to setup a corporate trustee, you will also receive the below documents to establish the corporate trustee company.
Upon receipt of the signed establishment documents, we will be able to order the Tax File Number (TFN) and Australian Business Number (ABN) for the fund and complete any registrations eg. Goods and Services Tax (GST) etc. We are unable to order a TFN and ABN until we have received a complete signed set of establishment documents.