Self Managed Super - SMSF Online Application

SMSF Online Application

selfmanagedsuper.com.au is the most popular web site for Australians who want to set up and run their own self managed super fund.selfmanagedsuper.com.au are leading the way in helping all Australians win back control of their super from the large fund managers. Please complete the application below and we will be in touch with you once we receive your application.

Many thanks for your interest in our market leading service.

Specify your Details :

Super Fund Name

(What do you want to call your fund?)

Email Address for documents

Phone Number

Is this a new application for a Self managed super fund?

Yes No

How much do you have in Super?

Do you want to invest in (please tick check box):

Shares Property Managed funds Other assets

Do you want SMSI to do your administration?

Yes No

Do you want to borrow to buy property?

Yes No

Do you have a Financial Planner or Accountant?

Yes No

If so please provide contact details:

same as residential address

Residential Address: (a PO Box is not sufficient)

Address for Correspondence :

Address Line 1
Address Line 2
Suburb
State
Postcode
Preferred Contact Person
Preferred Contact Number

Address Line 1
Address Line 2
Suburb
State
Postcode

Trustee No 1 (Compulsory)

Trustee No 2 (Compulsory)

Title
First Name
Middle Name
Surname
Tax File Number
Place of Birth
Date of Birth(dd/mm/yyyy)
Occupation
Employer Name
Will the trustee be a member of the SMSF? Yes No
Has this trustee ever been bankrupt? Yes No
Has this trustee ever been convicted for dishonest conduct? Yes No
Has this trustee ever received a civil penalty order? Yes No
Has this trustee ever been a disqualified person by the regulator (ATO or APRA)? Yes No
Please nominate a beneficiary
Beneficiary 1
% of benefit
Beneficiary 2
% of benefit
Beneficiary 3
% of benefit
Beneficiary 4
% of benefit

Title
First Name
Middle Name
Surname
Tax File Number
Place of Birth
Date of Birth(dd/mm/yyyy)
Occupation
Employer Name
Will the trustee be a member of the SMSF? Yes No
Has this trustee ever been bankrupt? Yes No
Has this trustee ever been convicted for dishonest conduct? Yes No
Has this trustee ever received a civil penalty order? Yes No
Has this trustee ever been a disqualified person by the regulator (ATO or APRA)? Yes No
Please nominate a beneficiary
Beneficiary 1
% of benefit
Beneficiary 2
% of benefit
Beneficiary 3
% of benefit
Beneficiary 4
% of benefit

Trustee No 3 (Optional)

Trustee No 4 (Optional)

Title
First Name
Middle Name
Surname
Tax File Number
Place of Birth
Date of Birth(dd/mm/yyyy)
Occupation
Employer Name
Will the trustee be a member of the SMSF? Yes No
Has this trustee ever been bankrupt? Yes No
Has this trustee ever been convicted for dishonest conduct? Yes No
Has this trustee ever received a civil penalty order? Yes No
Has this trustee ever been a disqualified person by the regulator (ATO or APRA)? Yes No
Please nominate a beneficiary
Beneficiary 1
% of benefit
Beneficiary 2
% of benefit
Beneficiary 3
% of benefit
Beneficiary 4
% of benefit

Title
First Name
Middle Name
Surname
Tax File Number
Place of Birth
Date of Birth(dd/mm/yyyy)
Occupation
Employer Name
Will the trustee be a member of the SMSF? Yes No
Has this trustee ever been bankrupt? Yes No
Has this trustee ever been convicted for dishonest conduct? Yes No
Has this trustee ever received a civil penalty order? Yes No
Has this trustee ever been a disqualified person by the regulator (ATO or APRA)? Yes No
Please nominate a beneficiary
Beneficiary 1
% of benefit
Beneficiary 2
% of benefit
Beneficiary 3
% of benefit
Beneficiary 4
% of benefit

Other Details :

Would you like assistance with the following?

Discounted life and disability insurance
Transition to retirement pensions
Investment advice
Consolidation of superannuation accounts

Do you have any additional comments?

Administration Service

Please nominate an Administration Service:

Please tick the following check box:
I agree with the terms and conditions of the Self Managed super institute web site and the privacy policy at outlined on the web site. I agree that I do not need a product disclosure statement as I am both the member and trustee of my own fund. I do not wish to receive financial planning advice. I do want to use the set up and administration service. I wish to apply for a bank account to be set up in the name of the self managed super fund thru Macquarie CMT and also apply for a Commsec trading account to be set up in the name of the self managed super fund.