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SMSF Form

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SMSF FormChris2023-01-05T10:29:17+11:00

Self Managed Superfund - Setup

"*" indicates required fields

1Details
2SMSF Details
3Member 1
4Member 2
5Member 3
6Member 4
7Member 5
8Member 6
9

Your Details

Your Name*
Please enter your name here

Self Managed Superfund Details

Please enter the desired name of your self managed superfund.
Please enter the desired name of your company trustee.
Self Managed Superfund Address*
Please enter the address for the Self Managed Superannuation Fund, this is normally one of the members' address, please ensure this is a physical address not a post office box.
Desired number of members in fund

Member 1

Please enter the details of the first Self Managed Superfund Member.
Name*
Former Name
DD slash MM slash YYYY
Residential Address*
Please ensure this is a physical address, not a post office box.
Country and City of Birth*

Member 2

Please enter the details of the second Self Managed Superfund Member.
Name*
Former Name
DD slash MM slash YYYY
Residential Address*
Please ensure this is a physical address, not a post office box.
Country and City of Birth*

Member 3

Please enter the details of the third Self Managed Superfund Member.
Name*
Former Name
DD slash MM slash YYYY
Residential Address*
Please ensure this is a physical address, not a post office box.
Country and City of Birth*

Member 4

Please enter the details of the fourth Self Managed Superfund Member.
Name*
Former Name
DD slash MM slash YYYY
Residential Address*
Please ensure this is a physical address, not a post office box.
Country and City of Birth*

Member 5

Please enter the details of the fifth Self Managed Superfund Member.
Name*
Former Name
DD slash MM slash YYYY
Residential Address*
Please ensure this is a physical address, not a post office box.
Country and City of Birth*

Member 6

Please enter the details of the sixth Self Managed Superfund Member.
Name*
Former Name
DD slash MM slash YYYY
Residential Address*
Please ensure this is a physical address, not a post office box.
Country and City of Birth*
Would you like us to setup a Macquarie Cash Management Account for your SMSF.*
Macquarie Cash Management Accounts are online only. D&A will be provided with an enquiry only authority to your account to streamline the processing of your SMSF.
How would you like to sign your documents once they are ready?*
Whilst we do support electronic signatures, it is not recommended for Trust type documents. It is highly recommended that these initial setup documents are physically (wet signed) and originals kept in a secure location.
How will you provide an copy of the signed documents to D&A once you have signed them?*
As an example you may wish to buy a property, in that situation would you be buying a property with SMSF funds or seeking SMSF finance as you have insufficient funds.

Service Areas:

We service all South East Melbourne Suburbs including:
  • Beaconsfield
  • Berwick
  • Clyde
  • Cockatoo
  • Cranbourne
  • Dandenong
  • Dandenong Ranges
  • Doveton
  • Drouin
  • Emerald
  • Endeavour Hills
  • Gembrook
  • Gippsland
  • Hallam
  • Hampton Park
  • Harkaway
  • Lynbrook
  • Lyndhurst
  • Mornington
  • Narre Warren
  • Noble Park
  • Pakenham
  • Sandhurst
  • Skye
  • South East Melbourne
  • Springvale
  • Upper Beaconsfield
  • Upper Pakenham
  • Warragul
  • Surrounding Suburbs
  • Software Partners

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    Contact Info

    Office 9, Level 1, Building 2
    439 Princes Hwy
    Officer VIC 3809

    Phone: (03) 8684 9976

    Email: [email protected]

    Web: D&A Professional Services

    Mail: PO Box 186 Officer, 3809

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    D&A Professional Services is a credit representative (511482) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).
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