Trading Mastery - Setup SMSF Form

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)

Date of Birth(Required)

Place of Birth (State & Suburb)(Required)

Tax File Number

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

Gender

Marriage Status

Australian Resident (if not Australian then please list residency)

Residency

Employment Status

Occupation(Required)

Employer(Required)

Salary or Earned Income(Required)

Other Income (if any)

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?

Health Status

Smoker Status

Private Health Cover

Address(Required)

Street Address Address Line 2 Suburb ZIP / Postal Code

Assets

Type

Details

Owner

Current Value ($)

Superannuation

Type

Details

Owner

Current Value ($)

Liabilities

Type

Details

Owner

Current Value ($)

Personal Insurance

Type

Details

Owner

Current 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.

Name

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