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Step 1
Initial transfer application
Personal details
First name
Tom
Last name
Smith
Middle name
Smith
Contact number
0410790096
tomsmith@gmail.com
Current SMSF and admin details
Current admin or accountant name
??????
SMSF name
??????
SMSF ABN
00000 0000 00000
Number of directors
3
SMSF address
??????
Any pending changes?
??????
Choose your SMSF plan
There is no set up fee if you move an existing SMSF. Additional fees may apply for actuarial certificates, etc.
Get a $330 discount on annual fees: If you have an Intelligent Investor subscription and/or an investment of more than $100,000 in PMA accounts, we will discount the annual fees by $330.
Essentials
Property
Premium
InvestSMART
SMSF Property
$1,690/
yearly
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New set up or transfer, full admin and investing
Cash, term deposits
ASX shares & ETFs
Terms & Conditions
Your information will be used by InvestSMART to establish your identity for the purposes of the AML Legislation; and
InvestSMART is not responsible nor liable for any loss suffered (including consequential loss) where transactions are effected or declined or we cease to provide you with a product or service in circumstances where we are unable to establish your identity or where InvestSMART reasonably believes you may be in breach of applicable legislation; and
I/We acknowledge that InvestSMART has provided general financial advice only and confirm that I/We have considered my/our own personal objectives, financial situation and needs when deciding to make this investment decision.
Yes, I agree
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