SMSF Form | Easy Step Investing

SMSF FORM (Solo 401k)

First Name

Last Name

Phone

Birthday

City, Country of Birth

TFN (Tax File #)

Select an Address

Proposed Trust name

Proposed Company Name

Current Super Accounts

Current Super amount:

No. of Applicants

Name Applicant 2 (if applicable)

Details of other Applicants (if applicable)

Drives Lic.

Medicare

Passport (optional)

Tax Returns up to date

I will apply formy Directors ID now. (mygovID App or www.mygovid.gov.au)

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

“I acknowledge that if the lodgement of my tax returns is outstanding, the ATO may deregister my SMSF.” I will still be liabe for full costs of setting up the SMSF.

i ackowledge that by submitting this form i am liable for all costs even if i stop the process and payable within 10 business days

I agree to the terms & conditions

Terms and Conditions

SMSF FORM (Solo 401k)

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