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Resource Centre

  • Order forms & documents
    • New Fund Order
    • Existing Fund Transfer
    • Trust Deed Upgrade
    • Change of Trustee
    • Bare trust order form
    • Company order form
    • Electronic Service Address (ESA)
    • Pension Commencement
    • Pension Rearrangment
    • Service Fee Payment Form
    • Adviser Nomination and Fee Authority
    • Financial Adviser Registration
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    • Property Information (Direct properties)
    • Statutory Declaration
    • Information Release Authority
    • Standard Transfer Form
  • Knowledge Basics
  • Fact Sheets
    • Individual vs Corporate trustee
    • Beneficiary Nominations
    • Enduring Power of Attorney – SMSF focussed
    • Investment Strategy Construction
    • Tax components of member account
    • In-specie asset transfers
    • Death of a member
    • Winding up an SMSF
    • SMSF establishment with borrowing
    • Roll super into an SMSF
    • Re-contribution Strategy
    • Conditions of Release
    • Lump sum benefit payments
    • Roll super out of an SMSF
    • Starting a Pension
    • Changes to an existing Pension
  • SMSF Records Uploader
  • Set up a new SMSF
  • Transfer an Existing SMSF

SMSF Records Uploader

Use this uploader to up load documents that you don’t want to send via email for security reasons or for those that are too large for email.

Upload:

  • Order forms e.g. pension commencement form
  • Investment documents e.g. dividend/distribution statements
  • Other documents

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