Establish A New Corporation

IMPORTANT: Each director must have a Director Identification Number before this application can be submitted.

If you have any questions please do not hesitate to contact us on 1300 809 933.

This form enables the creation of a special purpose company to be used as an SMSF trustee. If it is to replace the trustee for a fund administered by SMSF Alliance it can be used to order that as well. This form can also enable the creation of a general purpose company, including one to be used as the trustee of a limited recourse borrowing trust. If this purpose is envisaged, then this form is the first part of the two step process for formation of the trust and final documentation.

Step 1 of 3

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?*
- Yes
- No
Adviser Name*
The adviser will receive a copy on submission.
First Last
Adviser Email*
Are you an existing adviser with us?*
- Yes
- No
Adviser Company Name*
Adviser Phone*
Adviser Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
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

Column 1	Column 2	Column 3

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.
- Yes
- No
Registered Agent Company name
Street Address for Registered Agent
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
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.
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
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.
- Special Purpose Company (SMSF Trustee)
- General Purpose Company or Trustee of Borrowing Trust?
Is this company to be appointed as the replacement trustee for an existing SMSF?*
- Yes
- No
Is this company to be appointed as the trustee of a limited recourse borrowing trust, otherwise known as a bare trust or security trust?*
- Yes
- No
Is SMSF Alliance to establish the borrowing trust deed and associated documentation?*
- Yes
- No
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.
- Tick to acknowledge
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.
- Yes
- No
Does SMSF Alliance administer the SMSF?*
The answer is Yes if the SMSF is not currently administered by SMSF Alliance but will be shortly.
- Yes
- No
Fund Name*

Establish A New Corporation

IMPORTANT: Each director must have a Director Identification Number before this application can be submitted.

If you have any questions please do not hesitate to contact us on 1300 809 933.

Step 1 of 3

Order Details:

Company Details