SMSF WORKS Order Forms
We have provided a number of forms below that are relevant to obtaining and managing a self managed super fund. Please click on a link to view a PDF Version of the form which you can fill out online and email directly to us, or print and send to us by fax.
Self Managed Super Fund Establishment - Request
Self Managed Super Fund Establishment - Corporate Trustee Disclosure (only relevant
where SMSF Works is the end of year accounting & audit service provider)
Self Managed Super Fund Establishment - Individual Trustee Disclosure (only relevant
where SMSF Works is the end of year accounting & audit service provider)
Trustee - Sole Purpose SMSF Trustee Company Formation
Trust Deed Amendment - Request
Self Managed Fund Structure Change - Request
Special Purpose Property Trust - Request
Pension Payments - Request for new or Conversion