Contact us if you have difficulty downloading forms, or you do not find what you are looking for.
- SMSF Setup order forms
- If you have 2-4 individual trustees who are also members, with no corporate trustee, click here to download the appropriate form
- If you intend to be the only member with no corporate trustee, click here to download appropriate form
- If you intend to use a corporate trustee and have 1-4 members, click here to download the appropriate form
- Corporate trustee setup: to set up a corporate trustee, click here to download the form to set up your company. This company will act as the trustee for your SMSF.
- Trust deed update:
- Click here to download the SMSF Rules Update Form
- Click here to download the Change to Trustee of SMSF Form
- Pension setup order form:
- If you are over 60, your pension set up is free. Contact us to set up your pension.
- If you are under 60, click here to download the form to set up your pension.
- ATO Super Rollover Form: click here to download the form to move the balance of your super from another fund into your own SMSF.