New Self Managed Super Fund Setup

In order to setup your new SMSF we will need some details from you. Please answer all of the following questions as best you can – if you’re not sure about anything, please let us know at the end of the form so we can check back with you.

HINT: unfortunately this form cannot be saved – I would recommend you make sure you’ve got all the required information before starting.

If you don’t receive a confirmation message after submitting the form, don’t stress. Some browsers will block the confirmation pop-up (very annoying!) but if a blank form pops up on your screen after you submit then this also indicates that your form has been submitted and received at our end.