The following is a list of data collection forms, questionnaires and checklists that can be used to gather the information you will need to push through to us:
Establishment and Transfers:
- New SMSF Establishment - Client Questionnaire: PDF - DOC
- Existing SMSF Transfer - Client Data Collection: PDF - DOC
- Bare Trust LRBA - Client Questionnaire: PDF - DOC
- Fixed Unit Trust Establishment - Client Questionnaire: PDF - DOC
Other Items:
- Change to Company Trustee - Client Questionnaire: DOC
- New SMSF (with property) On-Boarding Pack Checklist: DOC
- Audit Support Documents Required - DOC
- SMSF Investment Strategy Form - Client Data Collection: PDF - DOC
- SMSF Property Purchase Checklist: DOC
- SMSF Property Annual Checklist: DOC
All documents can be modified, re-branded to suit your business and clients.