SMSF + Trustee Company order

One form, both setups. Your new company will be registered as the corporate trustee for the SMSF. Combined pricing from $1,117.

Your details

Company info

Officers & shares

Fund details

Package & pay

Your details

Full name *

Email address *

Phone number

Company / firm name

Delivery / postal address *

Trustee Company information

Director ID required All directors must obtain a Director ID before your order can be processed. It is free and takes only a few minutes. Visit abrs.gov.au to get yours →

Preferred company name *

Registered office address *

Occupier of registered office

State of incorporation

Principal place of business

Officers & shareholders

Select the number of officers (directors, secretary, shareholders) for the corporate trustee company. These are the people running the company that will act as trustee — they may also be SMSF members.

SMSF fund details

Corporate trustee setup Your new company (entered in step 2) will be set up as the corporate trustee for the SMSF. There's no need to enter the trustee separately.

SMSF fund name *

Fund members

Add between 1 and 4 fund members.

Package & payment

SMSF deed delivery option *

Email version — from $1,117 pre-paid SMSF deed delivered by email in PDF format.

Physical register — from $1,224 pre-paid Printed and bound SMSF deed with physical register.

Combined pricing — Email version from $1,117. Physical register from $1,224. Exact pricing confirmed on review of your order.

Payment method

Bank deposit

Credit / debit card

Approved account

BankANZ

BSB012 349

Account221 604 238

Account nameAllan's Off The Shelf

ReferenceUse your fund name

Remittance toenquiries@alshelf.com.au

A merchant fee applies to credit and debit card payments. After submitting your order you will be redirected to our secure payment page.

Your order will be processed and invoiced at your approved account rate. If you do not yet have an approved account, email enquiries@alshelf.com.au to apply.

Declaration

I declare that I hold the necessary consents of all parties listed on this order form. I confirm that all directors named above hold a valid Director ID registered with ABRS. I understand that the SMSF deed will name the new company as corporate trustee, and that all SMSF members must also be directors of the corporate trustee.

Declarant full name *

Date *