SMSF Associate Details | Add SMSF Member Information

SMSF Establishment - Staff

Self-Managed Superannuation Fund Establishment

To set up a Self-Managed Superannuation Fund (SMSF), 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.

Certified copy of all Trustee/Directors Drivers License for Macquarie Bank Anti-Money Laundering (AML) Identification processes and SMSF Rollover.
Director Identification Number (Director ID)

East Coast Incorporations Pty Ltd
ACN 162 452 566 | ABN 89 162 452 566
contact@eastcoastinc.com.au
PO Box 3767, Australia Fair QLD 4215
PH: (07) 55 608 615

SMSF Details

Please fill out the following information in relation to the establishment of your Self-Managed Super Fund (SMSF).

SMSF Name

Number Of Members (Maximum 6)

New Trustee - Company Name

Postal Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Associate Details - SMSF Associate 1

Please fill out the following details for the first associate of this application.

Title

Are You An Australian Resident?

Yes

First Name

Middle Name

Last Name

Phone/Mobile

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Place Of Birth

Date Of Birth

Employment Status

Occupation

Industry

Director ID #

Business Trading Name

ABN

TFN (Tax File Number)

Referring Consultant

Identification Documents - SMSF Associate 1

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.

Please Select Your Method Of Identification.

Drivers License Number

State Of Issue

Australian Passport Number

Front Of Document

Choose File

Back Of Document

Choose File

Current Super Details - SMSF Associate 1

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

Super Fund 1 Name

Super Fund 1 Balance

Super Fund 1 Membership Number

Super Fund 1 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 1

Do You Have Another Superannuation Fund?

Super Fund 2 Name

Super Fund 2 Balance

Super Fund 2 Membership Number

Super Fund 2 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 2

Is there another person (spouse, partner or other) that you are completing this application with?

Associate Details - SMSF Associate 2

Please fill out the following details for the second associate of this application.

Title

Are You An Australian Resident?

Yes

First Name

Middle Name

Last Name

Phone/Mobile

Do you live at the same address as Applicant 1?

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Place Of Birth

Date Of Birth

Employment Status

Occupation

Industry

Director ID #

Business Trading Name

ABN

Identification Documents - SMSF Associate 2

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.

Please Select Your Method Of Identification.

Drivers License Number

State Of Issue

Australian Passport Number

Front Of Document

Choose File

Back Of Document

Choose File

Current Super Details - SMSF Associate 2

Current Super details required to roll your super over from your Managed Fund into your SMSF.

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

Super Fund 1 Name

Super Fund 1 Balance

Super Fund 1 Membership Number

Super Fund 1 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 1

Do You Have Another Superannuation Fund?

Super Fund 2 Name

Super Fund 2 Balance

Super Fund 1 Membership Number

Super Fund 2 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 2

Compliance - Related to all Members/Directors of the SMSF:

Please ensure all answers reflect the position of all applicants.

Have any of the Members/directors been convicted of an offence in respect of dishonest conduct in the Commonwealth, or any state, territory or foreign country?

Yes

Has a civil penalty order ever been made in relation to any of the Members/directors?

Yes

Are any of the Members/directors an undischarged bankrupt?

Yes

Have any of the Members/directors been notified that they are a disqualified person by the Regulator (ATO)?

Yes

Have any of the Members/directors have a history on bankruptcy? If yes, the SMSF ABN regulation details and super rollover process may be delayed by the ATO.

Yes

Do any of the Members/directors have a current tax debt or tax payment plan with the ATO? If yes, the SMSF ABN regulation details and super rollover process may be delayed by the ATO.

Yes

Have you previously had a Self-Managed Super Fund? If yes, the SMSF ABN regulation details and super rollover process may be delayed by the ATO.

Yes

Investment Strategy

Please ensure all answers reflect the position of all applicants.

The Trustees of the fund have the objective of maintaining the fund in line with the governing rules of the fund and SISA and through its investment strategy seeking to maximise the superannuation benefits of all members of the fund have regard to risk and reward.

I/We Agree

Investment Strategy. Please select the desired asset class or classes you wish to invest in.

Other (0-100%)

Cash (0-100%)

Residential Property (0-100%)

Commercial Property (0-100%)

Blockchain Mining (0-100%)

Other Investment

Insurance Options

Please ensure all answers reflect the position of all applicants.

Please select your desired insurance option.

Declaration and Consent - Associate 1

Please ensure you agree to all conditions on this page and validate your confirmation via a digital signature.

I hereby authorise that East Coast Incorporations Pty Ltd to establish a Self-Managed Superannuation Fund (SMSF), arrange for the Fund’s ABN & TFN with the Australian Business Register (ABR), the Fund’s bank account with Macquarie Bank and request the required amount to be rolled over from my/our current Retail/Industry Super Fund to my/our SMSF on my/our behalf. I personally assume full responsibility and agree to honor and abide by the terms of payment.

I Agree

I understand that East Coast Incorporations Pty Ltd may provide data and information about you to third parties to facilitate the establishment of your SMSF and corporate trustee or to obtain regulatory identifiers such as an ABN or TFN and East Coast Incorporations Pty Ltd are not liable to you or any other person for any loss or damage caused by an act or omission of the third party.

I Agree

I understand that unless we have specifically obtained a Statement of Advice from a professional advisor recommending the establishment of a self-managed superannuation fund, East Coast Incorporations has not reviewed my/our circumstances to determine whether or not such fund & trustee structure is appropriate and they have simply established the fund in accordance with my/our instructions. I also understand that East Coast Incorporations has not provided any advice with regards to the Investment Strategy and/or intened SMSF investments and they have simply prepared the documentation in accordance with my/our instructions.

I Agree

I confirm that East Coast Incorporations Pty Ltd ABN 89 162 452 566 nominated Registered ASIC Agent is authorised to register the requested companies with the Australian Securities and Investments Commission (ASIC).

I Agree

I would like to engage East Coast Incorporations Pty Ltd ABN 89 162 452 566 as the Regsitered ASIC Agent (27790) for the SMSF Corporate Trustee ASIC Annual Review service. The ASIC Annual Review fee is $100.00 + GST per company and is charged annually, on the anniversary date of the company’s registration date.

I Agree

I consent to engaging RSP Accountants (Registration Number 26086852) as the intended tax agent for the purpose of this SMSF ABN application.

I Agree

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.

Applicant 1 Full Name

Dated

Applicant 1 Signature

Sign Here

Declaration and Consent - Associate 2

Please ensure you agree to all conditions on this page and validate your confirmation via a digital signature.

I Agree

I consent to engaging RSP Accountants (Registration Number 26086852) as the intended tax agent for the purpose of this SMSF ABN application.

I Agree

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.

Applicant 2 Full Name

Dated

Signature

Sign Here

SMSF Establishment - Staff

Self-Managed Superannuation Fund Establishment

Additional documentation required for SMSF Bank Account application & SMSF Rollover.

Certified copy of all Trustee/Directors Drivers License for Macquarie Bank Anti-Money Laundering (AML) Identification processes and SMSF Rollover.
Director Identification Number (Director ID)

East Coast Incorporations Pty Ltd
ACN 162 452 566 | ABN 89 162 452 566
contact@eastcoastinc.com.au
PO Box 3767, Australia Fair QLD 4215
PH: (07) 55 608 615

SMSF Details

Please fill out the following information in relation to the establishment of your Self-Managed Super Fund (SMSF).

SMSF Name

Number Of Members (Maximum 6)

New Trustee - Company Name

Postal Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Associate Details - SMSF Associate 1

Please fill out the following details for the first associate of this application.

Title

Are You An Australian Resident?

Yes

First Name

Middle Name

Last Name

Phone/Mobile

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Place Of Birth

Date Of Birth

Employment Status

Occupation

Industry

Director ID #

Business Trading Name

ABN

TFN (Tax File Number)

Referring Consultant

Identification Documents - SMSF Associate 1

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.

Please Select Your Method Of Identification.

Drivers License Number

State Of Issue

Australian Passport Number

Front Of Document

Choose File

Back Of Document

Choose File

Current Super Details - SMSF Associate 1

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

Super Fund 1 Name

Super Fund 1 Balance

Super Fund 1 Membership Number

Super Fund 1 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 1

Do You Have Another Superannuation Fund?

Super Fund 2 Name

Super Fund 2 Balance

Super Fund 2 Membership Number

Super Fund 2 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 2

Is there another person (spouse, partner or other) that you are completing this application with?

Associate Details - SMSF Associate 2

Please fill out the following details for the second associate of this application.

Title

Are You An Australian Resident?

Yes

First Name

Middle Name

Last Name

Phone/Mobile

Do you live at the same address as Applicant 1?

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Place Of Birth

Date Of Birth

Employment Status

Occupation

Industry

Director ID #

Business Trading Name

ABN

Identification Documents - SMSF Associate 2

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.

Please Select Your Method Of Identification.

Drivers License Number

State Of Issue

Australian Passport Number

Front Of Document

Choose File

Back Of Document

Choose File

Current Super Details - SMSF Associate 2

Current Super details required to roll your super over from your Managed Fund into your SMSF.

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

Super Fund 1 Name

Super Fund 1 Balance

Super Fund 1 Membership Number

Super Fund 1 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 1

Do You Have Another Superannuation Fund?

Super Fund 2 Name

Super Fund 2 Balance

Super Fund 1 Membership Number

Super Fund 2 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 2

Compliance - Related to all Members/Directors of the SMSF:

Please ensure all answers reflect the position of all applicants.

Have any of the Members/directors been convicted of an offence in respect of dishonest conduct in the Commonwealth, or any state, territory or foreign country?

Yes

Has a civil penalty order ever been made in relation to any of the Members/directors?

Yes

Are any of the Members/directors an undischarged bankrupt?

Yes

Have any of the Members/directors been notified that they are a disqualified person by the Regulator (ATO)?

Yes

Have any of the Members/directors have a history on bankruptcy? If yes, the SMSF ABN regulation details and super rollover process may be delayed by the ATO.

Yes

Do any of the Members/directors have a current tax debt or tax payment plan with the ATO? If yes, the SMSF ABN regulation details and super rollover process may be delayed by the ATO.

Yes

Have you previously had a Self-Managed Super Fund? If yes, the SMSF ABN regulation details and super rollover process may be delayed by the ATO.

Yes

Investment Strategy

Please ensure all answers reflect the position of all applicants.

I/We Agree

Investment Strategy. Please select the desired asset class or classes you wish to invest in.

Other (0-100%)

Cash (0-100%)

Residential Property (0-100%)

Commercial Property (0-100%)

Blockchain Mining (0-100%)

Other Investment

Insurance Options

Please ensure all answers reflect the position of all applicants.

Please select your desired insurance option.

Declaration and Consent - Associate 1

Please ensure you agree to all conditions on this page and validate your confirmation via a digital signature.

I Agree

I consent to engaging RSP Accountants (Registration Number 26086852) as the intended tax agent for the purpose of this SMSF ABN application.

I Agree

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.

Applicant 1 Full Name

Dated

Applicant 1 Signature

Sign Here

Declaration and Consent - Associate 2

Please ensure you agree to all conditions on this page and validate your confirmation via a digital signature.

I Agree

I consent to engaging RSP Accountants (Registration Number 26086852) as the intended tax agent for the purpose of this SMSF ABN application.

I Agree

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.

Applicant 2 Full Name

Dated

Signature

Sign Here

Self-Managed Superannuation Fund Establishment

SMSF Details

Associate Details - SMSF Associate 1

Identification Documents - SMSF Associate 1

Current Super Details - SMSF Associate 1

Associate Details - SMSF Associate 2

Identification Documents - SMSF Associate 2

Current Super Details - SMSF Associate 2

Compliance - Related to all Members/Directors of the SMSF:

Investment Strategy

Insurance Options

Declaration and Consent - Associate 1

Declaration and Consent - Associate 2

Self-Managed Superannuation Fund Establishment

SMSF Details

Associate Details - SMSF Associate 1

Identification Documents - SMSF Associate 1

Current Super Details - SMSF Associate 1

Associate Details - SMSF Associate 2

Identification Documents - SMSF Associate 2

Current Super Details - SMSF Associate 2

Compliance - Related to all Members/Directors of the SMSF:

Investment Strategy

Insurance Options

Declaration and Consent - Associate 1

Declaration and Consent - Associate 2

Helpful Links

Helpful Links