DOWNLOADABLE LIST OF ANNUAL ADMINISTRATION FORMS

• Engagement Letter and Authority to Proceed
• Audit Engagement Letter
• Trustees’ Representation Letter
• Employer Contribution Form
• Expense Payment by Member
• Pension PAYG Payments Form
• Personal Contribution Form
• Salary Sacrifice Employer Contribution Form
• Spouse Contribution Form

DOWNLOADABLE LIST OF ANNUAL ADMINISTRATION APPLICATION FORMS

• Multiple Member Fund Annual Administration Application Form (19KB)
• Single Member Fund Annual Administration Application Form (17KB)
• Single Member Corporate Trustee Fund Annual Administration Application Form (17KB)
• Multiple Member Corporate Trustee Fund Annual Administration Application Form (22KB)

DOWNLOADABLE LIST OF SMSF SETUP & 1st ANNUAL ADMINISTRATION APPLICATION FORMS

• Multiple Member Fund setup and Annual Administration Application Form (19KB)
• Single Member Fund setup and Annual Administration Application Form (17KB)
• Single Member Corporate Trustee Fund setup and Annual Administration Application Form (17KB)
• Multiple Member Corporate Trustee Fund setup and Annual Administration Application Form (22KB)

DOWNLOADABLE LIST OF SMSF SETUP APPLICATION FORMS

• Multiple Member Fund Setup Application Form (19KB)
• Single Member Fund Setup Application Form (17KB)
• Single Member Corporate Trustee Fund Setup Application Form (17KB)
• Multiple Member Corporate Trustee Fund Setup Application Form (22KB)

COMPANY INCORPORATION APPLICATION FORMS

To download company incorporation application forms and to find out more about company incorporation and benefits of having a Corporate Trustee please CLICK HERE.