SMSF Referral | Easy Step Investing

SMSF FORM (referral)

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

(unless otherwise organized prior to set-up)

(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. Otherwise i will apply myself (mygovID App or www.mygovid.gov.au)

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

I acknowledge and agree that I will engage Pacific Accounting or another associated with ESI to set up my SMSF, assist with audits an be my represented accountants if needed

I ackowledge that by submitting this I am liable for all costs even if i stop the process after it has started and payable within 10 business days

I accept terms & conditions

Terms and Conditions

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

SMSF FORM (referral)

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