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Documents and Forms
SMSF Related Forms
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Use this form if you would like to establish a new SMSF or you would like our superior administration services for your existing SMSF. Once completed, email your application form to MyTeam@SMSFcentral.com.au.
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Use this form if you would like to create a Holding Trust (when borrowing in your SMSF) to purchase an investment property. Once completed, email your application form to MyTeam@SMSFcentral.com.au
Individually Managed Accounts Forms
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Use this form if you would like us to establish a new Portfolio and/or provide our superior administration services for an existing Portfolio that is NOT an SMSF (i.e. Estate, Trust (non-super), Charity, Family Company etc). Once completed, email the application form to MyTeam@SMSFcentral.com.au.
Other Helpful Documents
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This sample Member Statement shows an example of the information that SMSF members receive each quarter.
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This document explains how an SMSF can borrow to acquire assets like residential property.
Further Information
If you require additional information, assistance or just want to talk to an expert on any of the above services, please contact us by either emailing at help@SMSFcentral.com.au or call us on 1 800 24 23 22, it’s a free call from anywhere in Australia.
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