New Fund Application
This application packet includes all documents necessary to establish your fund and get you started.

Fee Schedule
This form breaks down all fees that would be associated with your SMSF.

Instructions Page
This form breaks down the entire process to give you a better understanding of what’s needed.

New Fund Application
This form is used to establish a new SMSF.

Customer Declaration
This form is used to handle the processing of all mandatory Government costs and fees, as well as personal setup fees on your behalf.

3rd Party Authority
This form is used to authorize a third party individual the ability to obtain information or documentation about your SMSF on your behalf.

Direction to Act
This form is used to set up a Trust Deed on your behalf.

Setup Payment Authorization
This form is used to authorize the setup payment of your newly established fund.