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Form Ref: TB-SMSF-DEED-2026 SIS Act 1993 & ATO Compliant Turnkey Package: $1,200 AUD

SMSF Establishment Intake

Establish an independent Australian Self-Managed Super Fund. Includes trust deed, ATO registration, Special Purpose Corporate Trustee, SuperStream ESA, and rollover assistance.

1. Fund Name & Trustee Structure

Superannuation industry law requires strict separation of personal and fund assets.

Part 1 of 4

Proposed SMSF Name *

State of Legal Jurisdiction *

Total Anticipated Members (1 to 6) * Under federal law, SMSFs can have up to 6 members.

Trustee Structure *

Special Purpose Corporate Trustee Strongly recommended by ATO. Simplifies asset ownership and borrowing.

Individual Trustees All fund members act as individual trustees.

2. Member 1 (Primary Contact & Trustee)

Every member of an SMSF must generally also be a trustee or director of the corporate trustee.

Part 2 of 4

Member 1 Full Legal Name *

Date of Birth *

Contact Email *

Contact Mobile *

Member 2 Full Name (If Applicable)

3. Rollover Funds & Initial Capital

Provide details on existing industry or retail super funds you intend to roll over into the SMSF.

Part 3 of 4

Existing Super Fund Names for Rollover *

Estimated Combined Rollover Balance ($ AUD) ATO generally advises a minimum combined balance of $200,000+ for cost effectiveness.

4. SuperStream ESA, Banking & Declaration

SuperStream compliance and statutory trustee declarations under the SIS Act 1993.

Part 4 of 4

Configure SuperStream ESA Mandatory Electronic Service Address for rollovers and employer contributions.

Macquarie / CBA Cash Hub Referral Dedicated zero-fee SMSF high-interest cash management account.

Trustee Declaration under Section 104A of the SIS Act:

I understand that as a trustee of a Self-Managed Superannuation Fund, I am legally responsible for the management and investment decisions of the fund, complying with the sole purpose test, and preparing annual accounts for independent audit. I authorise Tax Bridge Advisory Pty Ltd to prepare the fund establishment kit.

I agree to the trustee declaration and authorise SMSF establishment *

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