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Our Team.

We are an established team of professionals in various industries that once combined creates an environment where we can find a solution to all the problems/issues facing families and individuals within the area of the property market.

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CHECKLIST

TFN

Everyone will need to have their TFN (Tax File Number) ready to complete the above form.

TAX RETURNS

All past tax returns will need to be completed prior to the SMSF setup, otherwise it will cause delays in the process.

DIRECTORS ID

A Directors ID is needed when an individual SMSF is being setup and needed prior to setup being complete.

ESA

An ESA (Electronic Service Address) is needed for all SMSF's this can be completed once we have setup the SMSF prior to rollover. Only one ESA per SMSF.

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