Application For Fund Establishment
Individual Trustee(s) SMSF Setup Application (Word Document)
Individual Trustee(s) Fund Establishment Kit (PDF)
Corporate Trustee SMSF Setup Application (Word Document)
Corporate Trustee Fund Establishment Kit (PDF)
Request For SMSF Administration Services
Application For SMSF Administration Services (Word Document)
Application For SMSF Administration Services (PDF)
Request To Transfer Fund Administrator
Request to Transfer Fund Administration Provider (Word Document)
Request to Transfer Fund Administration Provider (PDF)
Request For Annual Fund Audit
Application For Fund Audit Program (Word Document)
Application For fund Audit Program (PDF)