SMSF Setup: Get Started

SMSF Setup: 5 easy ways to get started with your SMSF

1. Apply

Complete our SMSF setup online Application Form. All information required is included in this application. Once this is done, the SMSF setup process will be underway!

2. Receive Package

You will be sent a package in the mail containing all of the documents required for SMSF setup. Sign these documents.

3. Establishing

Your documents for your SMSF setup will be received by Supervision and all of your accounts will be established.

4. Final Package

You will receive a Final Package of documents that will enable roll overs, employer contributions and copies of documents for your records. This completes the SMSF setup process.

5. Manage

You will receive information and login details from all providers about how to use the online platforms to get the most from your SMSF setup.

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

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

Apply Now

Get started in 10 minutes

"*" indicates required fields

New Fund Details

SMSF Name*

Your SMSF name should be kept as simple as possible. Ending the name with "SMSF" will distinguish your SMSF from other entities. For Example: 'Your Name SMSF'

Adviser

Do you have an existing Licenced Financial planner that you would like Supervision to liaise with?*

Yes

Adviser Name

First Last

Adviser Company

Adviser Address

Street Address Suburb State Post Code Country

Adviser Email

Adviser Phone

Do you authorise Supervision to share with your adviser your personal and financial information we maintain.

Yes

Please direct all correspondence through my financial adviser.

Yes

Other Services

Are you considering using your SMSF to borrow money & need to establish an LRBA soon after establishing your SMSF?

Would you like any of the following professionals to contact you for more help and/or guidance?

Financial Adviser

Mortgage Broker

Real Estate Agent

Settlement Agent

Stock Broker

Would you like Supervision to complete your Roll Over/s?*

Supervision will invoice $220 per Roll Over to your establishment cost. Please note that even with our help, you may need to contact your current provider or submit forms in which you need to sign. You will be able to submit your own Roll Over requests through your personal MyGov account. MyGov only allows 100% transfer which cancels any existing life insurance products attached to your Superannuation product.

How many Roll Overs would you like Supervision to complete for you?

Please select from the dropdown how many Roll Overs you would like Supervision to complete for you.

Roll Over #1

Please complete the information required to complete a Roll Over from your current provider to your new SMSF. The information below is available on your last member statement. In order for Supervision to complete Roll Overs for you, we will need the numbers below. If you don't know all of the numbers, please mark with an X so the lack of information does not hold up the application process.

Member Name*

Current Fund Name*

Fund ABN

USI

Member Number/ID

Roll Over Type #1*

Please Select the Type of Roll Over you would like to proceed with. Warning, if you select a "Full" Rollover any life insurance products currently covering the members under an existing policy will be eliminated. A "Full" Rollover can leave members without insurance coverage. Please speak to your financial adviser or Select "Don't Know" so that your SMSF can commence but you have some time to determine your Roll Over Requirements.

Roll Over Amount #1*

As you are completing a partial Roll Over, please select the $ amount you would like to Roll Over into your SMSF.

Please enter a number from 0 to 10000000.

Roll Over #2

Member Name*

Current Fund Name*

Fund ABN

USI

Member Number/ID

Roll Over Type #2*

Please Select the Type of Roll Over you would like to proceed with. Warning, if you select a "FULL" Rollover any life insurance products currently covering the members under an existing policy will be eliminated. A "FULL" Rollover can leave members without insurance coverage. Please speak to your financial adviser or Select "Don't Know" so that your SMSF can commence but you have some time to determine your Roll Over Requirements.

Roll Over Amount #2*

As you are completing a partial Roll Over, please select the $ amount you would like to Roll Over into your SMSF.

Please enter a number from 0 to 10000000.

Roll Over #3

Member Name*

Current Fund Name*

Fund ABN

USI

Member Number/ID

Roll Over Type #3*

Roll Over Amount #3*

As you are completing a partial Roll Over, please select the $ amount you would like to Roll Over into your SMSF.

Please enter a number from 0 to 10000000.

Roll Over #4

Member Name*

Current Fund Name*

Fund ABN

USI

Member Number/ID

Roll Over Type #4*

Roll Over Amount #4*

As you are completing a partial Roll Over, please select the $ amount you would like to Roll Over into your SMSF.

Please enter a number from 0 to 10000000.

Applicant Confirmation & Declarations

This application will only be accepted where all the following declarations can be being given by the applicant.*

I hold due & the proper authority from each and all Member Trustee/Directors to provide the information and submit this application and all information provided in this application is true & correct.

All Member Trustee/Directors in this application have read all necessary financial product Important Documents and agree to Supervision Terms & Conditions Ver. 5.5. These terms and conditions outline the scope of our services and the respective responsibilities of each party to this engagement.

Supervision SMSF has not provided any financial product or legal advice to any Member Trustee/Directors in respect to the in this application including the establishment of an SMSF or any financial product/service offered by Supervision SMSF.

If Supervision is engaged to provide Roll Over Services, the applicant understands the ramifications that a "Full" Roll Over will have on insurance. Depending on the members circumstances, insurance once cancelled may be difficult to regain or the member may be exposed to a period without adequate life insurance.

The submission of this application is an instruction and engagement for Supervision SMSF to provide an execution service only.

All Member Trustee/Directors have read and give consent for any personal information provided to be used for the purposes of services requested by this application in accordance with the Supervision SMSF Privacy Statement.

This field is for validation purposes and should be left unchanged.

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.

SMSF Setup: Get Started

SMSF Setup: 5 easy ways to get started with your SMSF

1. Apply

2. Receive Package

3. Establishing

4. Final Package

5. Manage

What do I need to get started?

Need Help?

Apply Now

New Fund Details

Adviser

New Corporate Trustee

Member Trustee or Director Details 1

Member Trustee or Director Details 2

Member Trustee or Director Details 3

Member Trustee or Director Details 4

Member Trustee or Director Details 5

Applicant Details

Banking

Other Services

Roll Over #1

Roll Over #2

Roll Over #3

Roll Over #4

Applicant Confirmation & Declarations

SMSF Establishment & Administration