SMSF Set Up Form (Adviser Form)
Form to instruct Superannuation Accounting Services to set up a SMSF.
SMSF Administration, Accounting and Tax Service (Adviser Form)
Complete this form to request Superannuation Accounting Services to look after your client's SMSF administration and compliance - accounting, taxation and audit.
SMSF Limited Recourse Borrowing Structure
Use this form to instruct Superannuation Accounting Services to set-up the structure for the SMSF to borrow with a limited recourse borrowing. The documentation includes the custodian deed (bare trust deed) and trustee minutes/ resolutions.
