New Adviser Registration

Adviser's Business Details

ADVISER'S BUSINESS DETAILS

Adviser's Business Trading Name*

Name of Licensee

AFSL Number

Adviser's Business Street Address*

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

Postal Address*

Is your postal address the same as your street address?

Yes
No

Adviser's Business Postal Address*

Adviser's Office Phone Number*

Adviser's Business Logo

Please provide a copy of your logo to be added to your client reports for branding, It should be a JPEG file of less than 100KB with dimensions of 220x67 pixels. Different dimensions will result in your logo being stretched or compressed to fit the required size so it may look a little out of shape.

Max. file size: 512 MB.

ADVISER'S DETAILS

Adviser's Name*

First Last

Adviser's Email Address*

Adviser's Phone Number*

ADDITIONAL TEAM MEMBER DETAILS

Additional Team Member Details

Do you have additional team members needing to access the portal?*

Yes
No

Team Member 1*

First Last

Team Member 1 Email Address*

Is there a 2nd Team Member*

Yes
No

Team Member 2*

First Last

Team Member 2 Email Address*

Is there a 3rd Team Member*

Yes
No

Team Member 3*

First Last

Team Member 3 Email Address*

Is there a 4th Team Member*

Yes
No

Team Member 4*

First Last

Team Member 4 Email Address*

Is there a 5th Team Member*

Yes
No

Team Member 5*

First Last

Team Member 5 Email Address*

Is there a 6th Team Member*

Yes
No

Team Member 6*

First Last

Team Member 6 Email Address*

If there are any further team members you'd like to add please list them in the Additional Information Box below.

ADVISER AUTHORISED DATA FEEDS

Acknowledgement*

This data feed authority operates at an adviser level. It avoids the need to obtain individual data feed authorities from each client. Once activated, it only requires you to turn on a particular client's feed, and we will receive that client's SMSF data. It relates to data only. It is non-transactional. Fee authorities still need to be arranged on an individual basis.

Acknowledged
Acknowledged but will attend to data feeds individually.

SMSF Banks

Please select as applicable.

Macquarie CMA/Accelerator ESI
Other

Macquarie CMA/Accelerator*

Adviser Code Adviser Password (ESI)

Details of Other Bank*

Name of Bank Adviser Code

Is there a Second Other Bank?*

Yes
No

Details of Second Other Bank*

Name of Bank Adviser Code

Is there a Third Other Bank?*

Yes
No

Details of Third Other Bank*

Name of Bank Adviser Code

SMSF Platforms

Please select as applicable.

AMP North*

Adviser Code (6 digits e.g. 123456)

Asgard*

Adviser Code (7 digits followed by BA01 e.g. 1234567BA01)

AUSIEX Share Trading*

Adviser Code (4-7 digits. Ignore alpha characters. Only use the numeric code e.g. 123456)

Australian Money Market (AMM)*

Adviser Code (All alpha characters e.g. ABCDE)

BT Panorama*

Adviser Code (9 digits. e.g. 123456789)

Colonial First Wrap*

Adviser Code (Ignore any alpha characters. Only enter the digits. e.g. 123456)

Colonial First State (First Choice)*

Adviser Code

Desktop Broker/Bell Direct*

Adviser Code (6 digits leading with "1" e.g. 123456

HUB 24*

Adviser Code Login Password (ESI)

Macquarie Wrap &/or Online Trading*

Adviser Number Adviser Email Address Password (ESI)

Mason Stevens*

Adviser Code Always use capital letters e.g. JSMITH, JSMITH_CLASS, CS_JSMITH_1)

MLC Wrap (Navigator)*

Adviser Code or Party ID (12 digits, usually ends in 00004 e.g.123456700004)

Morgan Stanley*

Adviser Code (3 or 4 alpha characters e.g. ABC)

Netwealth*

Adviser Code (6 digits. If there is a "0" precedent it must be included. e.g. 001234)

Open Markets*

Adviser Code (2 alpha characters followed by a digit e.g. AB1)

Praemium including PowerWrap*

Adviser Number (5-6 digits) Adviser Email Address (must match email address on Praemium website)

Other*

Name of Platform Adviser Code/Number

Is there a Second Other?*

Yes
No

Second Other*

Name of Platform Adviser Code/Number

Is there a Third Other?*

Yes
No

Third Other*

Name of Platform Adviser Code/Number

Contact & Payment Preferences

CONTACT & PAYMENT PREFERENCES

Main email address for contact*

This email address will be used for queries and electronic signature requests as applicable.

Nominated Billings Email*

This email address will receive Fund invoices.

Client payment options*

SMSF Alliance debit each client's cash account on a monthly basis
SMSF Alliance invoice you on a monthly basis on 7 day terms

New Adviser Appointments

APPOINTMENTS

Please indicate if you have been appointed as the adviser for a fund we are already administering*

Please note that confirmation will be required from the Fund trustees.

Yes
No

Name/s of Fund/s*

ADDITIONAL INFORMATION

If there's anything else you'd like to mention please do so here.

New Adviser Registration

If you are new to our services, please complete this registration form.

ADVISER'S BUSINESS DETAILS

ADVISER'S DETAILS

ADDITIONAL TEAM MEMBER DETAILS

ADVISER AUTHORISED DATA FEEDS

CONTACT & PAYMENT PREFERENCES

APPOINTMENTS

ADDITIONAL INFORMATION

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