SMSF Setup Form with Corporate Trustee

Important Disclaimer

Our role is limited to the establishment of the SMSF and/or Bare Trust structure only. We do not provide financial advice, investment advice, borrowing advice, or recommendations regarding the suitability of an SMSF or LRBA strategy for your personal circumstances.

We also cannot guarantee the following:

Borrowing capacity or lender approval.
LRBA eligibility or suitability
Investment outcomes
Compliance of any proposed investment strategy

We strongly recommend that you obtain your own independent financial and legal advice to ensure the structure is suitable for your circumstances and objectives.

Please note: Final approval, issuance of ABN, and SMSF status are governed by the ATO and are not within our control.

Important: Please review the recent news regarding SMSF LRBAs and consider how the proposed changes may impact your investment strategy before proceeding.

Click here to read the recent update

We are here to support you through the setup process and will assist wherever possible within the scope of our services.

SMSF Setup Fee

One-Off

SMSF Setup with Corporate Trustee: $2,924
Bare Trust Setup with Corporate Trustee: $1,725

Ongoing

Ongoing fee for Accountant and Auditing: $1800+GST / Financial Year (including standard Audit)

Declaration

We agree that no principal or any staff member of Clear Tax has:

provided any financial product advice or recommended or made a statement of opinion with the intention of influencing me or done any act which can be regarded as intending to have such an influence for me to set up a self-managed superannuation fund.
provided any specific advice on any asset risk policy or specific insurance for any of the asset of the fund or life insurance policy or the value of insurance required for any member of the self-managed super fund.
provided any advice regarding transfer of any asset or rollover of any existing superannuation interests in the SMSF or what asset or how much money should be contributed to the SMSF or any investment strategy of your SMSF.
provided any financial advice on any financial product other than taxation implications of any financial product. Including establishment, operation structuring or valuation of superannuation fund except for advice that is given for the sole purpose, and only to the extent reasonably necessary for the purpose, of ensuring compliance by you with the SIS Act (other than paragraph 52(2)(f)), the SIS Regulations (other than regulation 4.09).
provided any advice
- relating to the acquisition or disposal by your superannuation fund of any specific financial products or classes of financial products; and
- provided any retirement planning or estate planning advice either within or outside of superannuation space or within the ambit of an SMSF.

I have taken advice from a financial advisor who holds an Australian Financial Services Licence (AFSL) and / or conducted my own research in making a decision to set up a Self-Managed Superannuation Fund.

I understand that once I set up my own Self-Managed Superannuation Fund, I as trustee will be responsible for my superannuation fund and I have read all my administrative functions and duties as a trustee and all investment restrictionsas detailed in the ATO trustee declaration form.

By signing below and providing my personal information of all members of the proposed SMSF on the online form, I am instructing Clear Tax and their principals and staff to provide administrative task of establishing an Self-Managed Superannuation Fund as defined in 17A of SIS Act for me.

I agree to the above declaration *

Signature *

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Signature

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SMSF Setup Information

Email *

Phone *

Proposed SMSF Name *Example: ABC Family Super Fund

Proposed Trustee Company Name *Example: ABC Superannuation Fund Pty Ltd

Member Details

Number of Members *

Member 1 Details

Title *

First Name *

Middle Name

Last Name *

Email *

Date of Birth *

TFN (Australian Tax file number)I authorise Clear Tax to collect and use my Tax File Number (TFN) solely for the purpose of setting up my entity. I understand it will be handled securely in accordance with Australian privacy laws.

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

Occupation *

Marital Status *

Place of Birth *

Born in AustraliaBorn outside of Australia

Suburb *

State *

Country of Birth *

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Nominated Beneficiaries *Please provide the details (Name, Relationship, Date of Birth, Percentage of benefit and Address) of the nominated beneficiaries you wish to designate to receive benefits in the event of your death.

Member 2 Details

Title *

First Name *

Middle Name

Last Name *

Email *

Date of Birth *

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

Occupation *

Marital Status *

Place of Birth *

Born in AustraliaBorn outside of Australia

Suburb *

State *

Country of Birth *

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Member 3 Details

Title *

First Name *

Middle Name

Last Name *

Email *

Date of Birth *

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

Occupation *

Marital Status *

Place of Birth *

Born in AustraliaBorn outside of Australia

Suburb *

State *

Country of Birth *

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Member 4 Details

Title *

First Name *

Middle Name

Last Name *

Email *

Date of Birth *

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

Occupation *

Marital Status *

Place of Birth *

Born in AustraliaBorn outside of Australia

Suburb *

State *

Country of Birth *

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Member 5 Details

Title *

First Name *

Middle Name

Last Name *

Email *

Date of Birth *

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

Occupation *

Marital Status *

Place of Birth *

Born in AustraliaBorn outside of Australia

Suburb *

State *

Country of Birth *

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

Member 6 Details

Title *

First Name *

Middle Name

Last Name *

Email *

Date of Birth *

Residential Address *

Address Line 1 *Address Line 2

City *

State / Province / Region *

Postal / Zip Code *

Occupation *

Marital Status *

Place of Birth *

Born in AustraliaBorn outside of Australia

Suburb *

State *

Country of Birth *

Do you have a Director Identification Number? *

YesNo

A DIN is a unique identifier issued by ABRS. To view your DIN visit - https://www.abrs.gov.au

Director IDDirector Identification Number

Important - Director Identification Number

Note: From 5 April 2022, directors must apply before being appointed.

If you haven’t yet applied for a Director ID, you can follow the application steps at abrs.gov.au/deadlines

Step-by-step director ID registration process

Visit: abrs.gov.au/directorIDapply/
Setup MyGovID
Gather your documents
Complete your application

Note: Please send us your DIN number at sales@cleartax.com.au once you have completed the application

ID Proof

Browse

Please upload Passport or Driving license.

How did you hear about us?

SMSF Setup Fees

In addition, we would encourage you to please go through the link below as well for more information:
https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/self-managed-super-funds-smsf

Important Disclaimer: We are a firm of accountants and not financial advisers. We do not provide any financial product advice or recommend that an SMSF is suitable for you. What we are providing you is an execution-only service, as you have instructed us to set up an SMSF. Moreover, you should consider taking advice from an AFS Licensee before making a decision.

ClearTax Accountants provides a designated service, and we are required to comply with Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) legislation. By accepting these Terms and Conditions, you agree to provide any identification, ownership, control, and other information reasonably requested to enable us to meet our legal obligations. We may verify your identity electronically and undertake sanctions and Politically Exposed Person (PEP) screening where required by law.

We reserve the right to delay, suspend, or decline to provide a designated service until all required AML/CTF checks have been satisfactorily completed. You agree to promptly notify us of any material changes to your identity, ownership, or control during our engagement. Your information will be collected, used, and disclosed only as permitted or required by law. ClearTax Accountants may also be legally prohibited from disclosing certain information relating to AML/CTF reporting obligations.

SMSF Setup Fee (inc GST)

Important – Additional Structures for LRBA Property Purchases:
Please note that the SMSF Setup Fee covers only the establishment of the SMSF.

If the SMSF intends to acquire property using a Limited Recourse Borrowing Arrangement (LRBA), a separate Bare Trust/Holding Trust must also be established. This is not included in the SMSF setup fee.

Bare Trust / Holding Trust Fee (if required): $1,725.00 (incl. GST)
This additional structure will be arranged once the SMSF has been set up.

Payment Information

Payment Method *

Credit/Debit CardBank Transfer (BSB & Account Number)

Payment *

Pay

Note: Payments made via credit card will incur a surcharge. We recommend using alternative payment methods to avoid this additional fee.

Bank Transfer Details

BSB: 063 000
Account Number: 1316 6899
Account Name: AY Consultants Pty Ltd, trading as Clear Tax

Receipt / Reference Number *

Upload Payment Receipt *

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