SMSF Setup

Trustee structure

Corporate trustee Recommended

A special-purpose company acts as trustee. Preferred for asset protection, flexible membership (1–6 members), and estate planning. Includes ASIC company registration.

Individual trustees

Members act as personal trustees. Requires exactly 2 members. Lower setup cost but less flexibility when membership changes occur.

A special-purpose trustee company will be registered with ASIC as part of your setup. You and any co-members will be listed as directors. The company name will typically follow the format "[Your Name] Super Pty Ltd" or a name of your choosing.

Preferred trustee company name

Company name preference (optional)

Leave blank and we'll suggest one. We check availability with ASIC before proceeding.

SMSF members

Member 1 — Primary

First name *

Middle name

Last name *

Date of birth *

Tax file number (TFN) *

Email address *

Mobile *

Residential address *

ID document type *

ID document number *

Occupation

Fund name & details

Preferred SMSF name *

Must be unique on Super Fund Lookup (superfundlookup.gov.au). Avoid using your employer's name.

Alternate fund name

Intended start date

Leave blank for as soon as possible.

Estimated combined super balance

Fund financial year end

Existing super to transfer

We'll initiate SuperStream rollovers once your SMSF is registered with the ATO.

Fund name

Member number

Amount to transfer

Fund name (2nd)

Member number

Amount to transfer

Risk profile & timeframe

Investment risk appetite

Years to retirement (approx.)

Additional investment strategy notes

Insurance

I would like information on life & TPD insurance held inside my SMSF

Trustees must consider insurance as part of the investment strategy under the SIS Act, but are not required to hold it.

SMSF bank account

Preferred bank

Your SMSF requires a dedicated bank account in the fund's name. Use of any specific bank is not compulsory.

I would like assistance setting up a brokerage / trading account for the SMSF

Employer contributions

Current employer name

Annual salary (approx.)

We'll set up SuperStream so your employer's super guarantee contributions flow directly into your new SMSF.

Declarations

I confirm I am applying for SMSF setup of my own volition and have not received a recommendation from this firm to establish an SMSF. *

I understand this service is execution only and does not constitute financial product advice. I should seek advice from an AFS licensee before making a decision. *

I consent to my personal information being collected and used solely for the purpose of establishing my SMSF and ATO registration. *

I confirm all information provided in this form is true and correct to the best of my knowledge. *

I understand that SMSF setup costs are not tax-deductible per ATO rules, and that the upfront setup fee is payable by me as a member. *

Electronic signature

By submitting this form you provide your electronic authorisation to proceed with the SMSF setup process as described above.

Full legal name — type to sign *

Date *

Additional instructions or questions for our team

General information warning: This form collects information to establish your SMSF on an execution-only basis. This firm does not hold an Australian Financial Services Licence (AFSL) and does not provide financial product advice. You should consider obtaining financial advice from an AFS licensee before establishing an SMSF. Liability limited by a scheme approved under Professional Standards Legislation.

New SMSF setup application

Application submitted!