Forms

Forms available for downloading:

SMSF Set Up Form

Use this form to instruct Superannuation Accounting Services to set up a SMSF. Fillable PDF form.

SMSF Admin, Accounting and Tax Service (PDF form)

Use this form to appoint Superannuation Accounting Services to look after your SMSF's ongoing admin, accounting, tax and arrange for the audit by an approved auditor (financial accounts, member statements, tax return and arrange for audit by an approved auditor). Fillable PDF form.

The SMSF Admin, Accounting and Tax Service form is also available to complete online - Online form

Income Stream/ Pension Commencement

Use this form to instruct Superannuation Accounting Services to prepare the documentation for commencing an account based income stream/ pension (including transition to retirement).

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.

Direct Debit Agreement

Direct debit agreement form to authorise payment to Superannuation Accounting Services by directly debit.