SMSF Setup - Elevar leads

About You
Please ensure all information is accurate and fully reviewed before submitting the form. Correcting typographical errors - such as an incorrect date of birth or a misspelled name - with ASIC is highly time-consuming.

For a 2-member SMSF, please add the main contact as Member 1.
Name

First NameLast Name
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Territory

Postal Code
Phone Number

Area CodePhone Number
Contact at Elevar
SMSF Member Information
How many Members/Directors/Shareholders are you adding?
- Title Member 1
- Name Member 1
  
  First NameMiddle NameLast Name
- Email Member 1
- Phone Number Member 1
  
  Area CodePhone Number
- Address Member 1
  
  Street Address
  
  Street Address Line 2
  
  CityState / Territory
  
  Postal Code
- Tax File Number Member 1
- Date of birth Member 1
  
  DayMonthYear
  2 digit day, 2 digit month, 4 digit year
- Place of birth Member 1
  Including state/country & suburb/city
- Gender Member 1
- Driver's License or passport Member 1
  
  Front & back of the ID
  Cancelof
- Director ID Member 1
  If you do not have one, please apply online here: https://www.abrs.gov.au/director-identification-number/apply-director-identification-number
- Has shareholder 1 consented to be a member of the company?
- Title Member 2
- Name Member 2
  
  First NameMiddle NameLast Name
- Email Member 2
  Can't be the same email address as member 1
- Phone Number Member 2
  
  Area CodePhone Number
- Address Member 2
  
  Street Address
  
  Street Address Line 2
  
  CityState / Territory
  
  Postal Code
- Tax File Number Member 2
- Date of birth Member 2
  
  DayMonthYear
  2 digit day, 2 digit month, 4 digit year
- Place of birth Member 2
  Including state/country & suburb/city
- Gender Member 2
- Driver's License or passport Member 2
  
  Front & back of the ID
  Cancelof
- Director ID Member 2
  If you do not have one, please apply online here: https://www.abrs.gov.au/director-identification-number/apply-director-identification-number
- Has shareholder 2 consented to be a member of the company?
- Proposed Name # 1 (E.g. ABC Superfund)
  What would you like to call your Corporate Trustee & SMSF? It will include "Superfund Pty Ltd" & "Superfund" by default
- Proposed Name # 2 (E.g. DEF Superfund)
  If the first one isn't available
- Registered & Principal Address (hardcopy documents will be posted here)
  
  Street Address
  
  Street Address Line 2
  
  CityState / Territory
  
  Postal Code
- Different Postal Address
- Post Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Territory
  
  Postal Code
- Who would you like to nominate as your SMSF Accountant?
- Would you like us to set up a bare trust and its trustee?
- Purchased property address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- FYI: What is the net tax saving when you claim tax deduction on your personal contributions?
  
  Tax Benefit = (Your marginal tax rate - 15%) x Personal Contribution Amount
- Member 1 rollover details
- Member 1 - Your current superfund full name (e.g., Hostplus Personal, Australian Super Personal)
- Member 1 - Your superfund account number
- Member 1 - Have you made personal contributions to your superfund other than the employer contributions?
- Member 1 - Do you intend to claim the tax deduction on your personal contributions?
- Member 1 - How much would you like to roll over to your SMSF?
  
  A specific amount (please enter the rollover amount)
- Member 1 - What is your annual insurance premium? (if you're unsure, you can get this information from your superfund)
- FYI: What is the net tax saving when you claim tax deduction on your personal contributions?
  
  Tax Benefit = (Your marginal tax rate - 15%) x Personal Contribution Amount
- Member 2 rollover details
- Member 2 - Your current superfund full name (e.g., Hostplus Personal, Australian Super Personal)
- Member 2 - Your superfund account number
- Member 2 - Have you made personal contributions to your superfund other than the employer contributions?
- Member 2 - Do you intend to claim the tax deduction on your personal contributions?
- Member 2 - How much would you like to roll over to your SMSF?
  
  A specific amount (please enter the rollover amount)
- Member 2 - What is your annual insurance premium? (if you're unsure, you can get this information from your superfund)
- Down the track, we'll introduce you to one of our partner insurance specialists so you can set up cover within your new SMSF. Are you happy for us to share your phone number with them?
- Would you like to seek assistance from Hatcher with your individual tax returns?
- Please select your current employment status below so we can confirm if a Super Choice Form is required for your setup:
- Please verify that you are human
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About You

SMSF Member Information