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Forms

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The following forms are currently available for downloading:

Self Managed Superfund Set Up Form

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

Administration, Accounting and Tax Service for your SMSF

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

Upgrade Fund Trust Deed

Use this form to instruct Superannuation Accounting Services to update your self managed superfund's trust deed. You may require an update to your self managed superfund's trust deed if it is dated.

Change trustee(s)/ add member or no longer member - individual trustees

Use this form to instruct Superannuation Accounting Services to prepare the documentation and forms required to change trustee(s) (new trustee or existing trustee resigning) and/or add new member(s) or existing member(s) no longer member(s).

Self Managed Superfund - Pension Commencement (incl transition to retirement)

Use this form to instruct Superannuation Accounting Services to prepare the documentation for commencing a pension for you in your self managed superfund. This form is suitable for either a pension or a transition to retirement pension.

SMSF Property Instalment Warrant

Use this form to instruct Superannuation Accounting Services to provide property instalment warrant documentation. SMSF property instalment warrant fees

Direct debit authorisation form

Direct debit agreement form to pay Superannuation Accounting Services by direct debit.

ATO form - Choice of superannuation fund Standard choice form <external form: ATO>

This is a standard form to instruct your employer which superannuation fund you would like your your employer to pay your future superannuation guarantee contributions (9%).

ATO form - Standard transfer form <external form: ATO>

This is a ATO standard form to request the transfer of the whole balance of your superannuation benefits between funds.