SMSF Formation Form

Full Name

Title

First Name

Last Name

Email Address

Phone

What would be the Preferred name for your Super Fund? Kindly select a name of your preference for your superannuation fund. For example, if your last name is "Simmer," you may consider options such as "Simmer Family Super Fund" or "Simmer Retirement Fund."

Select state of jurisdiction The state you choose should be the one in which you reside. This is important in determining whether deed stamping is required or not.

Address for SMSF

Unit/Apartment Number

Street Address

City

State/Region/Province

Postal / Zip Code

Country

Registered Address

Same as Above

Different

Registered address for the SMSF

Street Address

Address Line 2

City

State/Region/Province

Postal / Zip Code

Country

Number of Members you want to add

Add the details of all members here. Click on + for new member

Personal Details

Title

First Name

Middle Name

Last Name

Date of Birth

dd/MM/yyyy

Phone

Email

TFN

Director Identification Number ^?

Under the Corporations Act 2001, it is a requirement for directors of a corporate trustee to obtain a Director Identification Number (DIN).

Learn How to Apply for a DIN -> Click Here

Place of Birth

Australia

Overseas

Australia Birth Details

City

State/Region/Province

Overseas Address

City

Country

Member Residential Address

Same as SMSF

Different

Member Residential Address

Street Address

Address Line 2

City

State/Region/Province

Postal / Zip Code

Country

Add Beneficiary

In an SMSF, beneficiaries are individuals or entities that are entitled to receive the benefits of the fund upon a member’s death or as per the fund’s trust deed. Typically, the members of the SMSF themselves are the beneficiaries, but the fund may also allow for non-member beneficiaries to be nominated. The distribution of benefits is subject to the fund's rules and any binding nominations made by the members

Yes

No

B1 Beneficiary name

First Name

Middle Name

Last Name

B1 Relationship with the member

B1 Percentage of benefit

Add Second Beneficiary

Yes

No

B2 Beneficiary name

First Name

Middle Name

Last Name

B2 Relationship with the member

B2 Percentage of benefit

Add Third Beneficiary

Yes

No

B3 Beneficiary name

First Name

Middle Name

Last Name

B3 Relationship with the member

B3 Percentage of benefit

Add Fourth Beneficiary

Yes

No

B4 Beneficiary name

First Name

Middle Name

Last Name

B4 Relationship with the member

B4 Percentage of benefit

Will the SMSF have:

Corporate Trustee

Individual Trustee


Preference 1 Required
Preference 2 Required
Preference 3 Required

	Entity Name
Preference 1 Required
Preference 2 Required
Preference 3 Required


Secretary Required
Public Officer Required
Share Signing Authority Required

	Full Name
Secretary Required
Public Officer Required
Share Signing Authority Required

What is the registered address for corporate trustee?

Same as SMSF

New Address

Registered address for corporate trustee?

Street Address

Address Line 2

City

State/Region/Province

Postal / Zip Code

Country

I hereby confirm that I, have read and agree to the Disclaimer and Privacy Policy of The Tax Avenue

Self Managed Super Disclaimer

The Tax Avenue offers SMSF establishment services, including options with or without a corporate trustee. However, these services are limited in scope and do not take into account your individual legal, financial, estate, or family circumstances. The setup of your SMSF is based solely on the information you provide and does not constitute comprehensive financial, legal, or estate planning advice. All documentation required for SMSF formation is sourced by The Tax Avenue from third-party providers on your behalf, and while The Tax Avenue endeavours to ensure the accuracy and completeness of these documents, we strongly recommend that you have them reviewed by a qualified legal or financial professional to ensure they meet your specific needs. By using our services, you agree to indemnify and hold harmless The Tax Avenue, its directors, officers, employees, and agents from any and all claims, losses, damages, liabilities, or expenses (including legal fees) that may arise from the formation or ongoing administration of your SMSF, including any errors or omissions in third-party documentation. By proceeding, you acknowledge and accept the terms of this disclaimer and understand that the responsibility for the proper management and compliance of your SMSF rests solely with you and your appointed trustees. If you have any questions or require further clarification, The Tax Avenue encourages you to get in touch and seek independent professional advice to ensure your SMSF structure aligns with your overall financial and estate planning objectives.

Disclaimer: Before you begin your Self-Managed Super Fund (SMSF), please read and accept the above disclaimer.

SMSF Formation Form

Contact Details

SMSF Questionaire

Member Details

According to the Treasury Laws Amendment (Self-Managed Superannuation Funds) Bill 2020, an SMSF can have a maximum of six members.

Corporate Trustee Questionnaire

By Choosing this option all SMSF members will be acting as Trustees by default

Declaration

OTP Verification

OTP Verification

SMSF Formation Form

Contact Details

SMSF Questionaire

Member DetailsAccording to the Treasury Laws Amendment (Self-Managed Superannuation Funds) Bill 2020, an SMSF can have a maximum of six members.

Corporate Trustee Questionnaire

By Choosing this option all SMSF members will be acting as Trustees by default

Declaration

Member Details

According to the Treasury Laws Amendment (Self-Managed Superannuation Funds) Bill 2020, an SMSF can have a maximum of six members.