SMSF order

Complete all steps and submit — SMSF trust deed from $318. Corporate trustee setup additional, confirmed on review.

Your details

Fund details

Member details

Package & pay

Your details

Full name *

Email address *

Phone number

Firm name

Postal address *

Fund details

SMSF fund name *

Trustee structure *

Individual trustees Members act as trustees (up to 4). Lower cost, simpler to establish.

Corporate trustee A company acts as trustee. Recommended for asset protection.

Member details

Select the number of fund members. Up to 4 members for individual trustee structure, up to 4 for corporate.

Package & payment

SMSF trust deed from $318. Corporate trustee setup additional — exact pricing confirmed on review of your order.

Payment method

Delivery option *

Email version — $318 pre-paid / $340 account / $345 credit card Documents delivered by email in PDF format.

Physical register — $418 pre-paid / $440 account / $445 credit card Printed and bound documents with physical register.

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 and that all information provided is true and correct to the best of my knowledge. I understand that all members of an SMSF with individual trustees must also act as trustees.

Declarant full name *

Date *