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Step 4
Existing SMSF documentation
Coordinate existing handover of records
Please provide us with the following information as part of the handover:
Documents you'll need:
Copies of the most recent financial statements and income tax returns
The SMSF trust deed and any amending deeds
Details of carried-forward losses or other key tax balances
The most recent audit report and working papers (if applicable)
Drag and Drop or Browse to Upload
Supported formats: csv, xls, xIsx, pdf, word doc
Company_budget.xls
Date: 2026-03-01 Size: 20 MB
30%
Trust_deed.pdf
Date: 2026-03-01 Size: 20 MB
Completed
Investment_strategy.pdf
Date: 2026-03-01 Size: 20 MB
Completed
Annual_financial_statements.pdf
Date: 2026-03-01 Size: 20 MB
Completed
SMSF_tax_return.pdf
Date: 2026-03-01 Size: 20 MB
Completed
Latest_bank_statement.pdf
Date: 2026-03-01 Size: 20 MB
Completed
Loan_document.pdf
Date: 2026-03-01 Size: 20 MB
Completed