SMSF Referral | Easy Step Investing

First Name

Last Name

TFN (Tax File #)

City, Country of Birth

Drives Lic.

Medicare

Your Signature

Thank You from Easy Step Investing Pty Ltd. We'll get back to you soon.

SMSF set-up is approximately $4,500 - $5,500 AUD

(for a delayed payment there is an additional $500-$1,000 AUD)

I give permission for Easy Step Investing to apply for my Directors ID now. (mygovID App or www.mygovid.gov.au)

“I acknowledge that if the lodgement of my tax returns is outstanding, the ATO may deregister my SMSF.” (i am still responsible for all costs)

I acknowledge and agree that I will engage Pacific Accounting to set up my SMSF, assiste with audits an be my represented accountants

i ackowledg that by submittingti om am liable for all costs even if i stop the process and payable within 10 business days

I accept terms & conditions

I acknowledge and accept that full payment of the SMSF setup shall be paid within six weeks of filling in this form