Documents

The ATO has various publication aimed to educate Trustees about running their SMSF. The publication "ATO - How your SMSF is Regulated" is provided for your reference.

The ATO has various publication aimed to educate Trustees about running their SMSF. The publication "ATO - Running a SMSF" is provided for your reference.

The ATO has various publication aimed to educate Trustees about running their SMSF. The publication "ATO - Setting Up a SMSF" is provided for your reference.

The ATO has various publications aimed to educate Trustees about running their SMSF. The publication "ATO - Thinking About Self Managed Super" is provided for your reference.

The ATO has various publication aimed to educate Trustees about running their SMSF. The publication "ATO - Winding Up a SMSF" is provided for your reference.

Once your SMSF has been established you will be able to transfer your existing super benefits to your new Self Managed Superfund. Further details can be found here.

This Form provides a declaration to your Employer/existing Superfund that your SMSF is a regulated Superannuation Fund and is able to accept employer contributions/Rollovers.

If you want to make a business-tax free contribution to your SMSF, you must complete the ATO form “Capital gains tax cap election”.

Complete this form if you wish CommSec to sponsor your existing Issuer Sponsored Holdings. Further details can be found here.

When you BUY ASX Listed Securities with CommSec, you will be able to trade up to the full balance in your CBA Transaction Account, as detailed here.

This form allows you to transfer ASX Listed Securities from your Individual Name to your SMSF if your selected Broker with ESUPERFUND is CommSec. Further details can be found here.

Clients who trade Derivatives must prepare a Derivatives Risk Statement detailing the reasons for the use of derivatives by the SMSF, along with an analysis of the risks involved within the Fund's Investment Strategy.

Complete this form if you wish EBROKING to sponsor your existing Issuer Sponsored Holdings. Further details can be found here.

This form allows you to transfer ASX Listed Securities from your Individual Name to your SMSF if your selected Broker with ESUPERFUND is EBROKING. Further details can be found here.

This form instructs your Employer to begin making Contributions to your SMSF. The Form will need to be completed and signed by you.

To download the ANZ Bank Transaction Account Fax Authority click here.

To download the Commonwealth Bank Accelerator Cash Account Fax Authority click here.

It is a requirement under current Super Laws that an SMSF formulate and give effect to an investment Strategy. Further details can be found here.

If you want to make a Tax Deductible Concessional Contribution to your SMSF, you must complete a Confirmation of Receipt & Acceptance of Section 290-170 Notice. Further details can be found here.

If you want to implement Contributions Reserving, you must inform the ATO by completing the 'Request to adjust concessional contributions' form. Further details can be found here.

If you are aged between Preservation Age and 59 you must "Retire" in order for your Super Benefit to become Unpreserved and be fully accessible. Further details can be found here.

A "Retirement" Declaration must be signed if you cease employment after age 60. Further details can be found here.

Sample Application Form - Accelerator Cash Account

Sample Application Form - CommSec Account

Sample Application Form - EBROKING Account

Sample ID - ACA & CommSec

Sample ID - EBROKING

All clients who wish to establish an SMSF are required to provide a copy of 100 points of ID certified by a Prescribed Person. This document details acceptable identification.

CBA Accelerator Cash Account & CommSec

ANZ V2 Plus & EBROKING

Contributions Splitting refers to splitting Concessional Contributions with your spouse. Typically this is done to increase your spouses' super balance. Further details can be found here.

As a Trustee you must ensure all investment decisions are made in accordance with the documented Investment Strategy of the Fund. Further details can be found here.

As a Trustee you must ensure all investment decisions are made in accordance with the documented Investment Strategy of the Fund. Further details can be found here.

As a Trustee you must ensure all investment decisions are made in accordance with the documented Investment Strategy of the Fund. Further details can be found here.

As a Trustee you must ensure all investment decisions are made in accordance with the documented Investment Strategy of the Fund. Further details can be found here.

This form allows you to transfer shares to your SMSF.

This form allows you to transfer shares to your SMSF.

This form allows you to transfer Managed Funds from your Individual Name to your SMSF. Further details can be found here.

If you want to make a Tax Deductible Concessional Contribution to your SMSF you must complete an ATO Form called a "Deduction for Personal Super Contributions" Notice. Further details can be found here.

Before 1 July 2020, if you are 65 years old or older, but less than 75 years old, you will need to satisfy a work test in each financial year a contribution, other than a compulsory employer contribution, is made to your super. From 1 July 2020, the work test applies if you are aged between 67 and 74. Further details can be found here.