Order Details: Name of Person Completing this Form.* First Last
Email Address* This email address will receive a confirmatory email when this form has been successfully submitted.
Are you completing this form on behalf of the adviser?* Adviser Name* The adviser will receive a copy on submission.
First Last
Adviser Email*
Are you an existing adviser with us?* Adviser Company Name*
Adviser Phone*
Adviser Address* Company Details Company Name* Please provide up to 3 selections for a Company Name. If your first choice is unavailable we will move down the list in order (to add each name, click the + sign on the right of the box
Is SMSF Alliance to act as the Registered Agent/ Address?* We charge a small yearly fee to act as Registered Agent/ Address. This is charged at the same time as the yearly ASIC Fee.
Registered Agent Company name
Street Address for Registered Agent Where is the Company's Principal Business Address?* If the company is acting as an SMSF trustee this is generally the address of a director.
What type of Company would you like establish?* Special Purpose Companies have a lower annual ASIC fee but must solely be used as a Superannuation Trustee Company.
Note that a LRBA Bare Trust corporate trustee is a General Purpose Company not a Special Purpose Company.
Is this company to be appointed as the replacement trustee for an existing SMSF?* Is this company to be appointed as the trustee of a limited recourse borrowing trust, otherwise known as a bare trust or security trust?* Is SMSF Alliance to establish the borrowing trust deed and associated documentation?* Acknowledgement* When we have established the borrowing trust we will provide you with the detail required to enter into a purchase contract. THE FINAL DOCUMENTATION WILL NOT BE COMPLETED UNTIL WE HAVE PROVIDED YOU WITH THE TRUST DEED. We cannot do this until you have provided us with the signed purchase contract by attaching it to a completed LRBA Finalisation of Document (Deed, etc) application application. On receipt, we will complete the Borrowing Trust Deed and lender documentation required for settlement.
Do you require SMSF Alliance to finalise the trustee replacement?* Please note, this will incur an additional $383 fee for the processing of the Change of Trustee and provision of associated documentation. If we do not administer the fund, we will also require the latest copy of the trust deed. If you require a deed upgrade please complete a separate order form for that purpose.
Does SMSF Alliance administer the SMSF?* The answer is Yes if the SMSF is not currently administered by SMSF Alliance but will be shortly.
Fund Name*
Number of Directors* - 1 2 3 4 5 6
Are all directors to be shareholders?* We cannot establish a new corporation, under the Corporations Act, without at least one active member. An active member is a director who is also a shareholder.
List the Directors who WILL NOT be shareholders.*
Director 1 Name* Mr. Mrs. Miss Ms. Dr. Prof. Prefix First Middle Last
Director 1 Have they ever changed their name?* Director 1 What was the prior name?*
Director 1 Street Address* Director 1 Mobile Phone Number*
Director 1 Email*
Gender* Director 1 Date of birth* Director 1 TFN* TBA is not a valid response.
Director 1 Director Identification Number The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)
Director 1 Specific Occupation* Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Director 1 Town & Country of Birth* Director 1 - Will they be Company Secretary?* At least one director must be a company secretary though there can be more than one.
Director 1 - Will they be a Public Officer?* At least one director must be a public officer though there can be more than one.
Director 1 - Will they be a shareholder?* At least one director MUST be a shareholder.
Director 1 Number of ordinary shares*
Director 2 Name* Mr. Mrs. Miss Ms. Dr. Prof. Prefix First Middle Last
Director 2 Have they ever changed their name?* Director 2 What was the prior name?*
Director 2 Street Address* Director 2 Mobile Phone Number*
Director 2 Email*
Director 2 Gender* Director 2 Date of birth* Director 2 TFN* TBA is not a valid response.
Director 2 Director Identification Number The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)
Director 2 Specific Occupation* Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Director 2 Town & Country of Birth* Director 2 - Will they be a Company Secretary?* At least one director must be a company secretary though there can be more than one.
Director 2 Will they be a Public Officer?* At least one director must be a public officer though there can be more than one.
Director 2 Will they be a Shareholder?* At least one director MUST be a shareholder.
Director 2 - Number of ordinary shares*
Director 3 Name* Mr. Mrs. Miss Ms. Dr. Prof. Prefix First Middle Last
Director 3 Have they ever changed their name?* Director 3 What was the prior name?*
Director 3 Street Address* Director 3 Mobile phone number*
Director 3 Email*
Director 3 Gender* Director 3 Date of birth* Director 3 TFN* TBA is not a valid response.
Director 3 Director Identification Number The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)
Director 3 Specific Occupation* Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Director 3 Town & Country of Birth* Director 3 Will they be a Company Secretary?* At least one director must be a company secretary though there can be more than one.
Director 3 Will they be a Public Officer?* At least one director must be a public officer though there can be more than one.
Director 3 Will they be a Shareholder?* At least one director MUST be a shareholder.
Director 3 Number of ordinary shares*
Director 4 Name* Mr. Mrs. Miss Ms. Dr. Prof. Prefix First Middle Last
Director 4 Have they ever changed their name?* Director 4 What was the prior name?*
Director 4 Street Address* Director 4 Mobile phone number*
Director 4 Email*
Director 4 Gender* Director 4 Date of birth* Director 4 TFN* TBA is not a valid response.
Director 4 Director Identification Number The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)
Director 4 Specific Occupation* Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Director 4 Town & Country of Birth* Director 4 Will they be a Company Secretary?* At least one director must be a company secretary though there can be more than one.
Director 4 Will they be a Public Officer?* At least one director must be a public officer
though there can be more than one.
Director 4 Will they be a Shareholder?* At least one director MUST be a shareholder.
Director 4 Number of Ordinary Shares*
Director 5 Name* Mr. Mrs. Miss Ms. Dr. Prof. Prefix First Middle Last
Director 5 Have they ever changed their name?* Director 5 What was the prior name?*
Director 5 Street Address* Director 5 Mobile phone number*
Director 5 Email*
Director 5 Gender* Director 5 Date of birth* Director 5 TFN* TBA is not a valid response.
Director 5 Director Identification Number The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)
Director 5 Specific Occupation* Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Director 5 Town & Country of Birth* Director 5 Will they be a Company Secretary?* At least one director must be a company secretary though there can be more than one.
Director 5 Will they be a Public Officer?* At least one director must be a public officer though there can be more than one.
Director 5 Will they be a Shareholder?* At least one director MUST be a shareholder.
Director 5 Number of Ordinary Shares*
Director 6 Name* Mr. Mrs. Miss Ms. Dr. Prof. Prefix First Middle Last
Director 6 Have they ever changed their name?* Director 6 What was the prior name?*
Director 6 Street Address* Director 6 Mobile phone number*
Director 6 Email*
Director 6 Gender* Director 6 Date of birth* Director 6 TFN* TBA is not a valid response.
Director 6 Director Identification Number The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)
Director 6 Specific Occupation* Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.
Director 6 Town & Country of Birth* Director 6 Will they be a Company Secretary?* At least one director must be a company secretary though there can be more than one.
Director 6 Will they be a Public Officer?* At least one director must be a public officer though there can be more than one.
Director 6 Will they be a Shareholder?* At least one director MUST be a shareholder.
Director 6 Number of Ordinary Shares*
Confirmation Check* This application cannot be processed unless at least one shareholder AND at least one company secretary have been nominated.
Additional Information
Choice of Document Recipient* As the hard copy must be executed by the trustees, and returned to us in full, we include a reply-paid satchel. Please indicate your preferred hard copy recipient:
Return of Documents Choice* Once we have processed the returned documents we will send them back. Please indicate your preferred hard copy recipient:
New Corporation Price:
Change of Trustee Documentation Price:
Product Name Price:
Fee (inclusive of GST) $ 0.00
SMSF name for fee deduction*
How will you be paying?* Credit Card* Acknowledgement* I acknowledge and certify that upon submission of this application that all proposed officers and members listed in this application have consented to their appointment by way of a signed consent and hereby appoint SMSF Alliance Pty Ltd to sign the Application for Registration of this company as agent on their behalf. I further confirm I will meet all liabilities for the establishment of the Company in a timely manner.
Acknowledging Name*
