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 an SMSF" is provided for your reference.

The ATO has various publication aimed to educate Trustees about running their SMSF. The publication "ATO - Starting an 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 an 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. For more information, please click 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”.

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 SMSF's Investment Strategy.

Complete this form if you wish EBROKING to sponsor your existing Issuer Sponsored Holdings. For more information, please click 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. For more information, please click here.

EBROKING Platform Quick Guide

EBROKING Platform Guide Video

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. For more information, please click 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. For more information, please click here.

If you want to implement Contributions Reserving, you must inform the ATO by completing the "Request to adjust concessional contributions" form. For more information, please click 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. For more information, please click here.

A "Retirement" Declaration must be signed if you cease employment after age 60. For more information, please click 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. For more information, please click here.

As a Trustee you must ensure all investment decisions are made in accordance with the documented Investment Strategy of the Fund. For more information, please click here.

As a Trustee you must ensure all investment decisions are made in accordance with the documented Investment Strategy of the Fund. For more information, please click here.

As a Trustee you must ensure all investment decisions are made in accordance with the documented Investment Strategy of the Fund. For more information, please click here.

As a Trustee you must ensure all investment decisions are made in accordance with the documented Investment Strategy of the Fund. For more information, please click 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. For more information, please click 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. For more information, please click here.