Application Form – New SMSF

Please fill out and submit this form if you would like us to setup a new SMSF for you.

For your privacy, any personal information you submit on this form is secured using 128 bit encryption.

Fields marked with an * are required

Fund Details

† Will also be the date members resolved to establish the fund.


Trustee Details


Ongoing Service Options – Administration Packages

Help Text

For more information regarding the above service options please speak to one of our friendly SMSF specialists.


Fund Members


Property Investments


ADMINISTRATION OPTIONS – FUND MAILING ADDRESS

Your SMSF will receive mail from various sources such as statements, transaction confirmations and invoices. As part of your ongoing Administration Package, ITP SMSF can act as mailing house for your fund. Any correspondence we receive relating to your fund will be forwarded to you in electronic format via email or made available to you via your online dashboard’s document management system. Selecting us as mailing house is a good way of reducing the volume of mail you receive and will save us from having to obtain copies of some documentation from you for the purposes of administering your fund.

Our address for mailing of correspondence relating to your fund is:

C/- ITP SMSF
PO Box 142
Ramsgate NSW 2217
Email: admin@itpsmsf.com.au

OFFICE USE ONLY – ITP OFFICE DETAILS


DECLARATION

By submitting this form I am making the following statements: