To set up a Self-Managed Superannuation Fund (SMSF) and a Bare Trust for SMSF borrowing, please complete the below information. Please note, the documents provided will depend on your answers below so please ensure all information provided is accurate.Additional documentation required for SMSF Bank Account application & SMSF Rollover.
East Coast Incorporations Pty LtdACN 162 452 566 | ABN 89 162 452 566contact@eastcoastinc.com.auPO Box 3767, Australia Fair QLD 4215PH: (07) 55 608 615
This content has been prepared by East Coast Incorporations Pty Ltd ABN 89 162 452 66 for general information only and is not a recommendation or advice to set up an entity. Before acting on any information contained herein, you should consider if it is suitable for you. You should also consider seeking professional advice. East Coast Incorporations does not provide any advice and is a document preparation service only.
Would you like to receive a Statement of Advice (SOA) from a licensed Financial Planner before proceeding with your SMSF setup?
A Statement of Advice outlines the risks, benefits and suitability of establishing an SMSF for your personal circumstances. This is option and at an additional cost. If selected, we will refer you to a licensed Financial Planner who can assist you.
Please fill out the following information in relation to the establishment of your Self-Managed Super Fund (SMSF).
Please fill out the following information in relation to the establishment of your Bare Trust.
Please fill out the following details for the first associate of this application.
Note: For those who DO NOT have a Director ID, you can sign up by clicking this link.
Please provide at least one form of identification either in the form of a Drivers License or Australian Passport.
Important: Please ensure you upload a clear image of both the front & back of the identifying document.
Current Super details required to roll your super over from your Managed Fund into your SMSF.
Note: If Associate 1 has more than 2 Managed Super Funds to be rolled over, please provide details in the notes section at the end of the for
Please fill out the following details for the second associate of this application.
Note: If Associate 2 has more than 2 Managed Super Funds to be rolled over, please provide details in the notes section at the end of the for
Please ensure all answers reflect the position of all applicants.
To establish your SMSF, SMSF establishment documents must be signed with a handwritten signature. We offer 2 options when signing your documents, please select your preferred option:
Option 1 – I/We would like a professionally printed & bound SMSF register: Additional $199.00 Fee applies.
If you select this option, we’ll provide hard copy documents via post for your signature. Additional Fee as mentioned above applies, payable by your SMSF.
Option 2 – I/We would like to print my own documents and sign accordingly. No additional fees apply.
If you select this option, we will email you the signature pages to your SMSF establishment documents and request that you print, sign & return copies (either via scanning or photos), so we can collate and provide fully executed copies for your soft records. No additional fees apply.
Please ensure you agree to all conditions on this page and validate your confirmation via a digital signature.
I have read and agree to the Website Terms & Conditions and consent to my data being used and stored per the Privacy Policy.
I have read and agree to East Coast Incorporations Pty Ltd's Terms Of Service.
If you are an undischarged bankrupt, you cannot be a Member/Director of a SMSF. Please contact our team on (07) 55 608 615 to discuss.
With outstanding tax obligations, the ATO will not allow you to proceed to rollover stage. Please arrange a payment plan with the ATO before continuing.
You will need to bring your tax return lodgements up to date, before the ATO will allow you to proceed with your SMSF establishment.
Please contact the ATO to update your details as soon as possible, to avoid delays with the ATO processing your SMSF ABN application. Please notify us once this has been updated.
If you have made a personal contribution to your super fund within the last 5 years (including the current financial year), you can claim a tax deduction with the Australian Taxation Office, subject to eligibility,
For more information, visit https://www.ato.gov.au/forms-and-nstructions/superannuation-personal-contributions-notice-ofintent-to-claim-or-vary-a-deduction/instructions.
To claim a deduction for your contribution, you must give your super fund a valid notice of intent to claim a deduction, in the approved form, on or before the day you lodge your tax return (or the end of the next income year, whichever occurs first), and the fund must have given you acknowledgment of the receipt of the notice.
IMPORTANT: Your notice of intent to claim a deduction must be lodged prior to East Coast Incorporations actioning rollovers to your SMSF.
Please notify East Coast Incorporations once your claim has been acknowledged by your Super Fund.
Notice of Intent
Associate 1:
If yes, please contact your Super Fund to lodge your claim as soon as possible.
Associate 2 (if applicable):
Associate 3 (if applicable):
