Self-managed super fund setup

SMSF establishment order form

Order a complete SMSF establishment: trust deed, trustee company (if required), member applications and trustee declarations.

Your details

We use these to confirm the order and send the completed documents.

Contact name *

Email *

Phone

Firm / company (if applicable)

Fund details

Proposed fund name *

Trustee structure *

Trustee company name

Trustee company ACN

Fund address for correspondence

Financial year end

Electronic service address (ESA)

Members / trustees

SMSFs may have up to six members. All members must be trustees or directors of the corporate trustee.

Member 1

Full name

Date of birth

Residential address

Phone

Role

Director ID (DIN)

Required for directors of a corporate trustee

Bank & investment

Proposed bank

Rollovers expected from

Intended investment strategy summary

Fund intends to hold direct property

Limited recourse borrowing arrangement expected

Additional services

Incorporate the trustee company

Bare / custodian trust deed required

Declaration

Additional instructions

I confirm the information provided is true and correct.

I understand Enliven Co must complete AML/CTF identity verification for all relevant parties before the order is finalised.