Property Investment Store - SMSF

Setup SMSF Form

Step 1 of 2

Pricing paid on submitting is $3,850 Including GST, Stamp Duty, ASIC Fees, SoA & Legal Fees for all states. (This can be reimbursed by the SMSF on completion of the Setup).

About You

Summary

Members

Title(Required)

Name(Required)

First Last

Email(Required)

Address(Required)

Street Address Address Line 2 Suburb ZIP / Postal Code

Date of Birth(Required)

Place of Birth (State & Suburb)(Required)

Gender(Required)

Marriage Status(Required)

Tax File Number

Director ID (IF YOU DO NOT HAVE ONE, WE WILL EMAIL YOU INSTRUCTIONS ON HOW TO CREATE ONE)

Australian Resident (if not Australian then please list residency)(Required)

Residency

Employment Status(Required)

Occupation(Required)

Employer(Required)

Salary or Earned Income(Required)

Estimated Annual Living Expense(Required)

Desired Retirement Income (in today's dollar)(Required)

Do you foresee any substantial changes to your income in the next five years?(Required)

Health Status(Required)

Smoker Status(Required)

Private Health Cover(Required)

Assets

Type

Owner

Current Value ($)

Superannuation

Name of Current Fund

Owner

Current Value ($)

Liabilities

Type

Owner

Current Value ($)

Personal Insurance

Type

Insurer

Owner

Current Policy Payout Value ($)

Share Investment Experience

Shares investment experience?(Required)

If no or little experience, you must provide us with a stockbroker/investment adviser information.

Children / Dependants

Name

First Last

Date of Birth

Financially Dependent

Til Age

Estate Planning

Do you have a current Will?

Date of Will

Enduring power of attorney

Attorney Name

Enduring Guardianship (or Enduring)

Guardian name

Any special estate planning requirements?

Your Objectives

Would you like to have more control of your investment choices?

Would you like to minimise tax for you super fund investments?

Do you require more flexibility and ease of administration of your superannuation investment?

Would you like more certainty about the distribution of your estate?

Would you like to buy an investment property inside your super fund?

Would you like to reduce the costs involved in maintaining your superannuation?

Would you like to maximise your superannuation benefits?

Purpose for setting up SMSF?

Name(Required)

First Last

Email(Required)

Please include two valid forms of ID (driver’s license, passport, etc.)

Valid IDs

Drop files here or

Max. file size: 50 MB.

SMSF Setup Details

Note: Shareholders will have equal shares in respect to the directors.

Directors – Please add all directors

Full Name(Required)

First Middle Last

Place of Birth(Required)

Date of Birth(Required)

Residential Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Mobile Phone(Required)

Email Address(Required)

Director ID (If you do not have one, we will email you instructions on how to create one)

Company Name

Please supply two name options and I will select whichever is available

Company Name #1(Required)

SMSF Name

Please supply two name options and I will select whichever is available

SMSF Name #1(Required)

Hatcher Advisory Authority to Access Information – Needs to be printed and emailed back to us signed. Not Electronically signed.

Starting your own Self Managed Superannuation Fund

Product Name

Price:

Please input your credit card details for processing of payment(Required)

Card Details

Cardholder Name

Payment will be processed from your credit card immediately. We will also be providing you with a Tax Invoice which will take up to 2 business days to be sent.

Phone

This field is for validation purposes and should be left unchanged.

Below is a summary of our SMSF pricing schedule and ongoing compliance costs (excluding GST):

Establishment fee*	$3,500 .00	This includes incorporation of a trustee company for the fund.
ATO Annual compliance	$2,000.00	Preparation & lodgement of annual financial statements & income tax return
Annual corporate secretarial fee	$200.00

*We require the establishment fee to be paid in advance. The cost can be reimbursed from the superfund once it has been established.

Other fees for the SMSF but not paid to HNB:

Annual external auditor fees	$500-$1,000 (+GST)	This includes incorporation of a trustee company for the fund.
ASIC Annual Review fee	$55.00	Payable to ASIC for the trustee company
ATO SMSF Supervisory Levy	$259.00	Paid to the ATO with the SMSF annual return

A guide to the next steps:

Provide us with two names for the corporate trustee. We will check with ASIC if the company name is available.
We will need a copy of your ID (e.g. driver license or passport)
We need an authority to request information from your current superfund (attached)
Copies of your latest superannuation statements.
You will be provided with a Financial Service Guide and an engagement letter in relation to the setting up of the SMSF to be signed.
Confirm and update your personal details on the attached spreadsheet. This information will then be included in the ‘Fact Find’ document for signing.
We will prepare a Statement of Advice (SOA) for you. This will take one to two weeks and will define your overall superannuation strategy. When the SOA is signed we will be able to set up the SMSF.
Once established, bank accounts for the SMSF can be opened and funds rolled over from your current superannuation fund into your new account.