Thank you for choosing Intello as your SMSF partner.
Before you get started, please ensure you have all required information at hand.

Once you start your application, you’ll be unable to return to the application at a later date, so please ensure you have all information ready before commencing.

1. 1. A name for the SMSF and, if applicable, a name for the company you’re setting up to be the trustee of the fund.
2. 2. The following information for all members, trustees, and/or directors:
   • Title
   • Legal name (including middle names) – This must be the same as their name on official documentation such as passports, driver’s licenses, etc.
   • Date of birth
   • Place of birth (town and state if within Australia or country only if outside of Australia)
   • Tax file number
   • Contact details (phone number and email address)
   • Street address (where the person normally resides, not a PO Box or their work address)
   • Director identification number (if the fund will have a company as trustee) - For more information,
     click here.

Choosing an SMSF (or any other type of superannuation fund) is a big financial decision, and we expect you have already done a lot of thinking and research before coming to your decision.

In case you haven’t seen this document during your research, the ATO has created the following guide: Thinking about self-managed super. This guide is particularly helpful in making absolutely sure an SMSF is right for you.

You are probably already aware of all the great benefits to having an SMSF, but this document covers the parts that are often less well understood, such as your responsibilities as a trustee or director. Naturally, Intello clients will have our support to meet these requirements, but they do ultimately put a lot of responsibility on you, and we want to make sure all our new clients are very comfortable to take that on.

Thank you for choosing Intello to be your SMSF administration partner.

Each package is designed to support the investment choices of your SMSF while offering flexibility to meet your needs as they evolve over time.

All packages include:

• Timely preparation of financial statements and tax return
• Independent annual audit
• Annual compliance and strategic review
• Online access to fund documents and information
• Proactive and dedicated Relationship Manager

For a full list of inclusions please refer to our administration for administration for trustees here.

Picking the right trustee structure is a critical decision.
Please note, an SMSF may require a corporate trustee if there are more than 4 members, they will all be involved in the running of the fund and the SMSF is based in NSW, QLD, VIC, WA or ACT.

As the company’s agent, Intello will organise payment of the ASIC Annual Company Fee, prepare and distribute the relevant minutes and facilitate any changes to contact details for the company’s Directors. Heffron will also act as the Registered Address for all ASIC correspondence.

The name for the new company cannot be identical to the name of an existing company and cannot contain certain characters or terms. Please refer to ASIC for more information.

Please enter the details for all parties who will be involved in the fund as members, trustees, directors or secretaries. There can be no more than 6 members of an SMSF.

By continuing, I confirm the proposed members are NOT employees of each other, unless they are also relatives of each other.

Please review your application details before proceeding. If you need to update your information, please select the relevant Fund Establishment Section.

The trustee(s) or director(s) of the corporate trustee and member(s) (or the person completing this application and authorised to make statements on behalf of the member(s) and trustee(s) or director(s)) hereby: