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Adviser forms

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The following forms are currently available for downloading:

Self Managed Superfund Set Up Form - Adviser Form

Form required to instruct Superannuation Accounting Services to set up a self managed superfund.

SMSF Administration, Accounting and Tax Service - Adviser Form

Complete this form to appoint Superannuation Accounting Services to look after your client's self managed superannuation fund's ongoing administration, accounting, taxation and audit (financial accounts, member statements, tax return and audit).