Self Managed Super Fund Setup Form

Would you like to set up your own Self Managed Super Fund? Please complete the form below and click ‘submit’ and we’ll get back to you as soon as possible.

Personal Details
Title *
First name *
Last name *
Age *
Email *
What’s is the best time to contact you? *
If other time, please specify
Preferred phone *
Postcode *
Proposed Fund Details
What do you wish to name your Self managed Super Fund?
State
Do you have an existing company you want to be the trustee of
If yes, what is the company name?
Company ACN
Registered Office Address
Street Address

Address Line 2

City

State / Province / Region

Postal / Zip Code

Country
Would you like to set up a company to act as the trustee of your super fund?
Member/Trustee details
How many members do you wish to have in your Self Managed Super Fund?
Member 1
Member, trustee or both Member Trustee
If both, check each box
First Name
Surname
Date of birth / DD / MM YYYY
Address
Street Address

Address Line 2

City

State / Province / Region

Postal / Zip Code

Country
Member 2
Member, trustee or both Member Trustee
If both, check each box
First Name
Surname
Date of birth / DD / MM YYYY
Address
Street Address

Address Line 2

City

State / Province / Region

Postal / Zip Code

Country
Member 3
Member, trustee or both Member Trustee
If both, check each box
First Name
Surname
Date of birth / DD / MM YYYY
Address
Street Address

Address Line 2

City

State / Province / Region

Postal / Zip Code

Country
Member 4
Member, trustee or both Member Trustee
If both, check each box
First Name
Surname
Date of birth / DD / MM YYYY
Address
Street Address

Address Line 2

City

State / Province / Region

Postal / Zip Code

Country
Payment Option
Card Type *
Card Holders Name *
Card Number *
Card Expiry date *
3 Digit Verification number at back of card *
Other information:
Is there anything else you we can help you with?
Where did you hear about us?
If employer or association, please specify name:

Self Managed Super Fund Setup Form

Self Managed Super Fund Setup Form

Personal Details

Proposed Fund Details

Member/Trustee details

Payment Option

Other information: