SMSF Setup Form

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: You cannot save this form and come back to it. We would recommend you have a look through the questions before starting to make sure you have all the required information ready to go ( and if the link below doesn’t open, just check your browser for pop-ups).