Use this form to securely upload your SMSF documentation.

To successfully onboard your SMSF, we require the following documents: 
  • Most Recent Audited EOFY Financial Statements
  • Most Recent Member Statements
  • Most Recent SMSF Tax Return
  • Most Recent Detailed Unrealised Capital Gains Report (or Projected Detailed Investment Disposal Profit/Loss Report)
  • Most Recent Audit Report & Management Letter
  • Investment Strategy
  • Copy of Executed Original Trust Deed
  • Deed amendments (if applicable)
  • Signed ATO Trustee Declarations