Forms

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The following forms are currently available for downloading:

Self Managed Superfund Set Up Form

Form required to instruct Superannuation Accounting Services to set up a self managed superfund.

Self Managed Superfund Set Up (Single Member) Form

Form required to instruct Superannuation Accounting Services to set up a single member self managed superfund.

Corporate trustee - new company order form

Form required to instruct Superannuation Accounting Services to incorporate a new company to act as trustee of a self managed superfund.

Appoint Superannuation Accounting as Accountant (Annual Compliance Service)

Use this form to engage Superannuation Accounting Services to compile financial statement, prepare fund annual return (fund income tax and regulatory return) for your self managed superfund, and audit of the self managed superfund by an approved auditor.

Upgrade Fund Trust Deed

Use this form to instruct Superannuation Accounting Services to update your self managed superfund's trust deed. You may require an update to your self managed superfund's trust deed if it is dated.

Change trustee(s)/ add member or no longer member - individual trustees

Use this form to instruct Superannuation Accounting Services to prepare the documentation and forms required to change trustee(s) (new trustee or existing trustee resigning) and/or add new member(s) or existing member(s) no longer member(s).

Self Managed Superfund - Pension Commencement

Use this form to instruct Superannuation Accounting Services to prepare the documentation for commencing a pension for you in your self managed superfund. This form is suitable for either a pension or a transition to retirement pension.

Information Request Authority

Complete this form to give Superannution Accounting Services authority to deal with and request information from your existing superannuation provider to facilitate a rollover.

Personal Deductible Contribution (Section 82AAT) Form

Complete this form to give notice to your self managed superfund that you want to claim a tax deduction for personal superannuation contributions you made during the year under section 82AAT of the tax legislation.

ATO form - Choice of superannuation fund Standard choice form <external form>

This is a standard form to instruct your employer which superannuation fund you would like your your employer to pay your future superannuation guarantee contributions (9%).

ATO form - Standard transfer form <external form>

This is a ATO standard form to request the transfer of the whole balance of your superannuation benefits between funds.

Information Request Authority

Complete this form to give Superannution Accounting Services authority to deal with and request information from your existing superannuation provider to facilitate a rollover.