www.esuperfund.com.au

Documents


+ ATO Publication: How your SMSF is Regulated

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.

+ ATO Publication: Running an SMSF

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

+ ATO Publication: Setting Up an SMSF

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

+ ATO Publication: Thinking About Self Managed Super

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.

+ ATO Publication: Winding Up an SMSF

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.

+ ATO Rollover Form

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.

+ Bank Details Notification

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.

+ CGT Cap Election Form  

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

+ Derivatives Risk Statement

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.

+ EBROKING Issuer Sponsored to CHESS Form

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

+ EBROKING Share Transfer Form

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.

+ Employee Choice Form

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

+ Fax Authority Document for ANZ V2 Plus

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

+ Fax Authority Document for Commonwealth Bank Accelerator Cash Account

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

+ Investment Strategy

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.

+ Receipt & Acceptance of Section 290-170 Notice

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.

+ Request to adjust concessional contribution form

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.

+ Retirement Declaration (where "Retired" between Preservation Age and 59)

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.

+ Retirement Declaration (where "Retired" between age 60 and 64)

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

+ SMSF Establishment ID Requirements
+ Spouse Contributions Splitting Form

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.

+ Standard Investment Minute: Other Assets

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.

+ Standard Investment Minute: Property

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.

+ Standard Minute

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.

+ Standard Minute: Metals

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.

+ Standard Off Market Transfer Form - Computershare

This form allows you to transfer shares to your SMSF.

+ Standard Off Market Transfer Form - Link Market Services

This form allows you to transfer shares to your SMSF.

+ Standard Off Market Transfer Form - Managed Funds

This form allows you to transfer Managed Funds from your Individual Name to your SMSF. For more information, please click here.

+ Tax Deduction Notice

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.

+ Work Test Declaration

If you are 67 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. For more information, please click here.