01
Apply
Complete our SMSF online Application Form. All information required is included in this application.
02
Receive Package
You will be sent a package in the mail containing all of the documents required to establish your SMSF. Sign these documents.
03
Establishing
Your documents will be received by Supervision and all of your accounts will be established.
04
Final Package
You will receive a Final Package of documents that will enable roll overs, employer contributions and copies of documents for your records.
05
Manage
You will receive information and login details from all providers about how to use the online platforms from complete functionality.
What do I need to get started?
- Make sure you have read the Important Documents
- Have your Tax File Number ready
- Have your Drivers Licence ready
- Have your Credit Card ready
Need Help?
Supervision SMSF are here to help, so if you are having trouble with the questions in the SMSF application, it is better to consult with us to get it right than to finish incorrectly – Call today 1800 693 863
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SMSF Establishment & Administration
All areas of this form are required to be completed correctly. Any omissions, corrections or changes to the application form may result in delays and/or additional fees. Your SMSF specialist adviser can assist you or complete it on your behalf.
Please ensure that you read and understand the Terms & Conditions regarding the services this application relates to. Once this application form has been completed, you will be directed to confirm your application and pay for the establishment of your new SMSF.