If you want to discuss the self-managed super setup process with one of our Client Managers please register your interest by completing the fields below. Alternatively, if you are ready to establish your fund, please complete either our online or PDF application.

First
Last
Sending

New Fund Setup

If you are ready to proceed with the setup of your fund, please either complete
our online application or download our interactive application form.

SMSF PDF Application Form

SMSF PDF Application Form
Click here to download our interactive new fund application form.

Once your application has been submitted we will be in touch to check and confirm all the trustee information and also the membership data before we submit your application to our legal team for processing.

Existing SMSF Takeover

If you would like our office to take over the administration of your existing self-managed super fund, please click here to download our Existing SMSF Takeover form.

Please forward the completed form on to Selfmanagedsuper.com.au using the following options:

SMSF Enquiry

Scan and email this form to info@selfmanagedsuper.com.au.

SMSF Enquiry

Post to Selfmanagedsuper.com.au, PO Box 115 North Ryde BC NSW 1670.