SMSF Online Setup

Efficient SMSF Set Up Online

Setting up a SMSF online is easy with iCare Super. Simply complete the form below and we will start processing it today. When completing the form, if you have any questions, feel free to contact us at (03) 9557 4079 for assistance or submit an enquiry online. Please note we only set up your SMSF free of charge without any conditions. If you need a corporate trustee (company) set up by us, the costs are $880 and you need to pay upfront.

Select Trustee Type:

Individual Corporate

Proposed Super Name *

Proposed Company Name *

Title

First Name (as per ATO records)

Middle Name

Surname

Personal Email Address

Phone Number

Residential Address

Tax File Number

Date of Birth

Place of Birth

Is this trustee an undischarged bankrupt?

Has this trustee ever been convicted for dishonest conduct?

Has this trustee ever received a civil penalty order?

Has this trustee ever been a disqualified person by the regulator (ATO or APRA)?

Is the trustee a Resident of Australia?

Trustee 1 /Member 1 (Compulsory)

First Name (as per ATO records) *

Middle Name

Surname *

Personal Email Address *

Phone Number *

Residential Address *

Tax File Number *

Date of Birth *

Place of Birth *

Is this trustee an undischarged bankrupt? *

Has this trustee ever been convicted for dishonest conduct? *

Has this trustee ever received a civil penalty order? *

Has this trustee ever been a disqualified person by the regulator (ATO or APRA)? *

Is the trustee a Resident of Australia? *

Trustee 2 (Compulsory) /Member 2 (Optional)

First Name (as per ATO records) *

Middle Name

Surname *

Personal Email Address *

Phone Number *

Residential Address *

Tax File Number *

Date of Birth *

Place of Birth *

Is this trustee an undischarged bankrupt? *

Has this trustee ever been convicted for dishonest conduct? *

Has this trustee ever received a civil penalty order? *

Has this trustee ever been a disqualified person by the regulator (ATO or APRA)? *

Is the trustee a Resident of Australia? *

Trustee 3 /Member 3 (Optional)

First Name (as per ATO records)

Middle Name

Surname

Personal Email Address

Phone Number

Residential Address

Tax File Number

Date of Birth

Place of Birth

Is this trustee an undischarged bankrupt?

Has this trustee ever been convicted for dishonest conduct?

Has this trustee ever received a civil penalty order?

Has this trustee ever been a disqualified person by the regulator (ATO or APRA)?

Is the trustee a Resident of Australia?

Trustee 4 /Member 4 (Optional)

First Name (as per ATO records)

Middle Name

Surname

Personal Email Address

Phone Number

Residential Address

Tax File Number

Date of Birth

Place of Birth

Is this trustee an undischarged bankrupt?

Has this trustee ever been convicted for dishonest conduct?

Has this trustee ever received a civil penalty order?

Has this trustee ever been a disqualified person by the regulator (ATO or APRA)?

Is the trustee a Resident of Australia?

Include Notes or general comments

* Required Fields

What is a Self-Managed Super Fund?

A self-managed super fund is a form of trust with the sole purpose to provide an income for people when they reach retirement. It also acts as a death benefit that is paid to the elected people. A SMSF online has its own Tax File Number and Australian Business Number. This means the members of the fund simply direct their superannuation contributions into the elected bank account.

Who Can Be a Member or Trustee of a SMSF?

Anyone over the age of 18 years can be a trustee of self-managed super funds online. An individual is disqualified if they’ve ever been convicted of an offence involving dishonesty, subject to a civil penalty order under the SIS Act, insolvent under administration, or disqualified by the regulator.

How Do You Set Up a SMSF Online?

Setting up a self-managed super fund online is easy. With iCare Super, it can be done by simply filling out the application form on this page. If you need an SMSF with individual trustees, you can send through your proposed SMSF name and each member’s full name, date of birth, TFN and home address. For an SMSF with a corporate trustee, a cost is applicable for a SMSF setup online due to the complexity involved.

What Do You Do With Existing Super?

When it comes to SMSF set up online, it’s important to know what to do with your existing super. Balances in existing superannuation accounts can be transferred to your SMSF by requesting a roll-over form. The funds are then paid to your SMSF bank account and become available for you to invest.

To learn more about setting up a self-managed super fund online, contact iCare Super today.

SMSF Online Setup

Efficient SMSF Set Up Online

Select Trustee Type:

What is a Self-Managed Super Fund?

Who Can Be a Member or Trustee of a SMSF?

How Do You Set Up a SMSF Online?

What Do You Do With Existing Super?

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