MySMSF

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Your Super Fund Details

You Agree to our Fee Schedule

Setup type:

Number of members:

You have an : Individual Trustee Corporate Trustee

Company name:?Eg: J T Thomas Super Fund Pty LtdCheck Company

Choose a Super Fund name (or provide us with your existing name)SMSF Name

Existing SMSF ABN:

Existing SMSF TFN:

Existing Corporate Trustee Name:

Existing Corporate Trustee ACN:

Which years tax are we completing:

Examples: The Jones Family Super Fund, J & A Jones Super Fund, Provident Super Fund

Your Contact Details

Title:

First name:

Last name:

Date of birth

Mobile Number

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Residential Address

Street:

City:

State:

Postcode:

Country:

Postal Address

Check if same as residential

Street:

City:

State:

Postcode:

Country:

Details

Title:

First Name:

Gender:

City of birth:

State of birth:

Country of birth:

Occupation:

Last Name:

Identification:

Passport Number:
Passport Expiry date:

Driver licence state:

Driver Licence Number:
DL Expiry date:

Medicare card:

Medicare expiry date:

Date of Birth:

Current Super Funds:

Related Account Number:

Super Fund Provider Name:x

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Password

Confirm Password

I accept terms and conditions

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I would like

BRONZE CARE $1,100
(email support, online accounting)

SILVER CARE $1,550
(phone & email support, online accounting, online property management)

GOLD CARE $2,550
(phone & email support, accounting, online access, property and shares, discounted services)

SMSF Transfer $0 Transfer Fee
($1,100 inc. GST. Annual Admin fee paid)

Insurance

Warning: You will lose all insurance cover when your super is rolled over.

Please contact me for my insurance review

I would like my insurance reviewed for:

Life Insurance

TPD

Income Protection

Smoker: Yes No

How did you hear about us?

Client Acknowledgements

I acknowledge that I have read My SMSF property's terms and conditions and privacy policy

I have provided My SMSF instructions to setup this fund. They have not provided me with any advice at my request.I understand that when my super is rolled over, my insurance cover will cease.

I request that My SMSF Provide me with SMSF Setup Advice at a cost of $550

Choose a name for your SMSF trustee company & SMSF

Your Super Fund Details

Setup type:

Your Contact Details

Residential Address

Postal Address

Details

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Current Super Funds:

I would like

Insurance

Client Acknowledgements