SMSF Application

Before completing this application form please ensure that your financial adviser or adviser has provided you with a copy of a Statement of Advice, Advice or a Product Disclosure Statement (PDS) where applicable. The Advice will contain a summary of significant information about the service provided by us as administrators. A copy of our Privacy Policy can be found by clicking on the following link


Before submitting this application form, please ensure all questions have been completed in full, required documents have been uploaded and you, the client or member understand and are aware of the costs for establishment and ongoing services delivered via our administration service. We assume that the submission of the application as your agreement.

Set Up a New Fund

Transfer Existing Fund