Read next

Forms

Forms

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

Use this form to appoint Superannuation Accounting Services to look after your SMSF's ongoing admin, accounting, tax and external independent audit (financial accounts, member statements, tax return and audit). Fillable PDF 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.

Got a question

Ask us here