SMSF Application

Application

"*" indicates required fields

This application should take about 5 -10 minutes to complete. If you have any queries please call 1300 050 939 or email us at info@newventurewealth.com.au and we will be happy to assist.

All members confirm they have read and understand our ‘Pricing/Need to know’ pages and understand all their SMSF requirements as per ATO guidelines

All members of the SMSF understand that New Venture Wealth may provide you with factual information about SMSFs but does not provide information, recommendations or advice about a financial product and New Venture Wealth has not offered any financial advice.

All members understand that you are NOT permitted to use SMSF funds for personal use.

Yes

ALL QUESTIONS ARE MANDATORY AND MUST BE COMPLETED

Q1. Desired name for your SMSF*

Note: Please ensure you choose a unique name to prevent selecting a name similar to one that’s already in use.

Q2. Desired company name (Must be different to the SMSF name)*

Company name is required as you set up a company when you set up a corporate trust. So we require a seperate SMSF name and company name.

Note: Please choose a unique company name as subject to availability - The company name must end in Pty Ltd

Q3. Registered address for SMSF and Company

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

How many members in the fund?*

Member 1 details

Title*

First Name*

Middle Name

Last Name*

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Member 1 contact phone number*

Member 1 email address*

Enter Email Confirm Email

Member 1 Town of Birth*

Member 1 Date of Birth*

State

Town

Country

Member 1 tax file number*

Member 1 beneficiaries (Nominate a beneficiary of 1 to 4 people including a percentage of the fund paid out to that beneficiary. A SMSF generally pays a death benefit to the beneficiary upon death of the SMSF members)

Full Name

Relationship

Member 2 details

Title*

First Name*

Middle Name

Last Name*

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Member 2 contact phone number*

Member 2 email address*

Enter Email Confirm Email

Member 2 Town of Birth*

Member 2 Date of Birth*

State

Town

Country

Member 2 tax file number*

Member 2 beneficiaries

Full Name

Relationship

Member 3 details

Title*

First Name*

Middle Name

Last Name*

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Member 3 contact phone number*

Member 3 email address*

Enter Email Confirm Email

Member 3 Town of Birth*

Member 3 Date of Birth*

State

Town

Country

Member 3 tax file number*

Member 3 beneficiaries

Full Name

Relationship

Member 4 details

Title*

First Name*

Middle Name

Last Name*

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Member 4 contact phone number*

Member 4 email address*

Enter Email Confirm Email

Member 4 Town of Birth*

Member 4 Date of Birth*

State

Town

Country

Member 4 tax file number*

Member 4 beneficiaries

Full Name

Relationship

Member 5 details

Title*

First Name*

Middle Name

Last Name*

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Member 5 contact phone number*

Member 5 email address*

Enter Email Confirm Email

Member 5 Town of Birth*

Member 5 Date of Birth*

State

Town

Country

Member 5 tax file number*

Member 5 beneficiaries

Full Name

Relationship

Member 6 details

Title*

First Name*

Middle Name

Last Name*

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Member 6 contact phone number*

Member 6 email address*

Enter Email Confirm Email

Member 6 Town of Birth*

Member 6 Date of Birth*

State

Town

Country

Member 6 tax file number*

Member 6 beneficiaries

Full Name

Relationship

Disclaimers*

Accept all disclaimers and declarations

ASIC fee $576

SMSF Application Fee reimbursement & ASIC fee . The ATO allows the 'application fee' be reimbursed to you once the rollover of your superannuation funds are deposited into your SMSF bank account (this normally takes about 2-4 weeks) *Asic fee of $576 included in application fee

SMSF

SMSF Establishment Pack $ 1,450.00 AUD ( Including GST)

Enter coupon code

Total AUD ( Including GST )

Credit Card

Cardholder Name

Card Details

ASIC Declaration s

By ticking this ASIC Declaration box, I / We the above listed office bearers, of the yet to be created company (named above) to the best our knowledge declare that the information provided to Deed Dot Com Dot Au Pty Ltd is True and Correct. By ticking the ASIC Declaration box, I / We request, instruct and authorise on payment of the above fees to Deed Dot Com Dot Au Pty Ltd to apply to ASIC in the prescribed form (Form 201) to create the above named company on the basis of the above information on this page. I / We understand that Deed Dot Com Dot Au Pty Ltd will be lodging this application under ASIC’s Electronic Lodgement Protocol and pre filling Form 201 for electronic Lodgement with ASIC. All Director(s), Shareholder(s), Company Secretary and Public Officer authorise Deed Dot Com Dot Au Pty Ltd to lodge this form and assure and declare that I / we the above listed office bearers have the necessary written & singed consents and agreements referred to in the application from (Form 201) for each person listed above, including consent to act as a Director, Consent to act as a Public Officer, Consent to act as a Secretary, Application for Shares by each shareholder / member. I / We the above listed office bearers of the yet to be formed company, have had an opportunity to read and understand and take a legal opinion on the constitution of the company which we intend to create and all members / shareholders have agreed to subscribe to this constitution. I / we shall handover the signed consents and agreements as listed above if requested by Deed Dot Com Dot Au Pty Ltd which were signed prior to payment to Deed Dot Com Dot Au Pty Ltd for lodgement of company details in a form (Form 201) to ASIC. 85207541208520/8520

Hidden

ABR Declaration*

By ticking this check box all the persons associated to this SMSF agree that: We(Deed Dot Com Dot Au Pty Ltd) will be sending your information to ATO. They are authorised by taxation laws, including the Income Tax Assessment Act 1936, A New Tax System (Australian Business Number) Act 1999, A New Tax System (Goods and Services Tax) Act 1999 and the Taxation Administration Act 1953 to collect the information requested on this form. ATO need this information to help them administer these Acts and to help them to maintain the details relating to you that are recorded in the Australian Business Register (ABR) and other ATO systems. Where authorised by taxation laws to do so, ATO may give this information to other Commonwealth, State, Territory and local government agencies. Selected ABR information is available to the public. Penalties may be imposed for giving false or misleading information.

Hidden

Election to be Complying Fund*

I / We the director(s) or Secretary of the corporate trustee of the above named fund elect that the Superannuation Industry (Supervision) Act 1993 is to apply in relation to the superannuation fund, and understand that the election is irrevocable. Self-managed superannuation funds are required to answer the following questions when electing to be a complying fund. These questions must be answered on behalf of all individual trustees, a body corporate trustee and responsible officers of the body corporate trustee. We have answered them as below - by ticking the check box above, you agree the answers are correct.

Hidden

Does the ATO Regulated SelfManaged Super annuation Fund intend to be a self managed super annuation fund for 12 months or longer ?*

Yes

Hidden

Does the company know or have reasonable grounds to suspect that a person who is, or is acting as, a responsible officer of the body corporate is a disqualified person?*

Yes

Hidden

Has a receiver, or a receiver and manager, of the company been appointed?*

Yes

Hidden

Has the company been placed under official management?*

Yes

Hidden

Has a provisional liquidator of the company been appointed?*

Yes

Hidden

Is the company being wound up?*

Yes

Hidden

Declarations

By ticking this checkbox, I declare that to the best of my knowledge, the information supplied in this application, provided above, is True and Correct and:

ABR Declaration

I agree that: We(Deed Dot Com Dot Au Pty Ltd) will be sending your information to ATO. They are authorised by taxation laws, including the Income Tax Assessment Act 1936, A New Tax System (Australian Business Number) Act 1999, A New Tax System (Goods and Services Tax) Act 1999 and the Taxation Administration Act 1953 to collect the information requested on this form. ATO need this information to help them administer these Acts and to help them to maintain the details relating to you that are recorded in the Australian Business Register (ABR) and other ATO systems. Where authorised by taxation laws to do so, ATO may give this information to other Commonwealth, State, Territory and local government agencies. Selected ABR information is available to the public. Penalties may be imposed for giving false or misleading information.

Election to be a Complying Fund

I / We the director(s) or Secretary of the corporate trustee of the named fund in the application form elect that the Superannuation Industry (Supervision) Act 1993 is to apply in relation to the superannuation fund, and understand that the election is irrevocable. Self-managed superannuation funds are required to answer the following questions when electing to be a complying fund. These questions must be answered on behalf of all individual trustees, a body corporate trustee and responsible officers of the body corporate trustee. We have answered them as below - by ticking the check box above, you agree the answers are correct. Does the ATO Regulated Self¬Managed Super annuation Fund intend to be a self managed super annuation fund for 12 months or longer ? (X)Yes ( )No Does the company know or have reasonable grounds to suspect that a person who is, or is acting as, a responsible officer of the body corporate is a disqualified person? ( )Yes (X)No Has a receiver, or a receiver and manager, of the company been appointed? ( )Yes (X)No Has the company been placed under official management? ( )Yes (X)No Has a provisional liquidator of the company been appointed? ( )Yes (X)No Is the company being wound up? ( )Yes (X)No

Declaration

You agree that no principal or any staff member of New Venture Wealth Pty Ltd trading as “New Venture Wealth”:  We haven’t offered any financial Self managed super funds product advice or any other professional advice. You must obtain your own such advice before purchasing a Self Managed Super Fund product through us.  Didn’t provided you or made a statement of opinion with the intention of influencing you. Our firm has not done any act. Which is intending. It is influencing for me to set up a self managed super funds.  We don’t give any financial advice unless in any of the circumstances mentioned in Section 766 A (2) (b) of the corporations Act 2001. Which sets out the circumstances in which our principals or staff members are taken to provide a financial service as an “Eligible Service” defined in Corporations Regulations 7.1.29. These circumstances are that, we provide a financial advices (eligible service) in the course of conducting. What we are allow to do (exempt service). It is reasonably necessary to provide financial advice. This advice is offered as an integral part of our normal accounts functions.  Our firm did not provided any financial service as mentioned in Section 766 B to E of the Corporations Act 2001. I have enough opportunities in detail these sections of the Act.  Never provided any specific advice on any assets risk policy or specific insurance for any of the asset, the SMSF funds or life insurance policy or the value of insurance required for any member of the self managed super fund.  Have not provided any advice regarding transfer of any asset or rollover of any existing superannuation interests in the DIY Self Managed Super Funds. What assets or how much money should contribut to the DIY Self Manage Super Fund. SMSF investment strategies of your DIY Self Managed Super Funds.  We did not provided any advice on who should be members and trustees of the DIY Self manage Super Funds. Who should be beneficiaries of any death benefit of any member of the DIY Super Fund.  Haven’t provided financial advice on any financial Self Managed Super Funds product other than taxation implications of any financial product. Including establishment, operation structuring or valuation of superannuation fund except for advice. Which is for offered sole purpose. Only to the extent reasonably necessary for the purpose, of ensuring compliance by you with the SIS Act (other than paragraph 52(2)(f)), the SIS Regulations (other than regulation 4.09).  We do not provide any advice:  relating to the acquisition or disposal by your SMSF of any specific financial products or classes of financial SMSF products  a recommendation that you acquire or dispose any superannuation product; and  a recommendation in relation to a person’s existing holding in a superannuation product to modify an investment strategy or contribution level.  We don’t provide any comparison that your existing superannuation interest with DIY SMSF or any other superannuation product or any investment with another in your DIY SMSF.  Didn’t provided any retirement planning or estate planning advice either within or outside of superannuation space or within the ambit of DIY Super Fund.  That New Venture Wealth can send me follow up communications and promotions. Which relate to my application process, auditing and other new product and promotional releases.  I have obtained my own independent profession advice who holds an Australian Financial Services License (AFSL) and conducted my own research in making a decision to set up a SMSF.  I understand that once I set up my own Self Managed Super Funds, I as trustee will be responsible for my superannuation funds and I have read all my administrative functions and duties as a trustee and all investment restrictions as detailed in the ATO trustee declaration form. I have read, understood and accept the Terms & Conditions of use of this website; I hereby authorize “Deed Dot Com Dot Au Pty Ltd” to set up a Self Managed Superannuation Fund Trust Deed for the above named trustees; All above trustees are aware that an ATO declaration must be signed within 21 days of commencing their duties; I am authorised to complete and lodge this form on behalf of the Trustees with “Deed Dot Com Dot Au Pty Ltd”, Australian Tax Office and Australian Business Register. I have read, understood and accept the declaration. By clicking the button below “ Accept all disclaimers and declarations ” . Providing my personal and information of all members of the proposed DIY SMSF on the online form. I am instructing New Venture Wealth Pty Ltd and their principals, partners and staff to provide administrative task. Establishing an SMSF as defined in 17A of SIS Act for me..

Hidden

New Disclaimer

SMSF Setup Superfund

Its a firm that provides you with the online tools to create your own self managed super funds. Our firm do not have accountants, financial advisors or legal professionals. Our firm is affiliated with a third party provider who is a firm of accountants and provide us with advice in order to provide you with these online tools and auditing services. DIY SMSF Funds as per law is a financial product. However, none of our products are provided to you as a financial service. We do not provide you with any advice regarding the suitability of any of our SMSF products. You must obtain your own such advice when you obtain a product or service from us. We are affiliated with third party tax agents. DIY Specialist accountants and ASIC approved Self Managed Super Funds auditors. Our firm is not licensed to provide any financial advice about SMSF products and tools.

We follow the best interests of our clients under ASIC’s Regulatory Guide 175.214 and taxation. The only one of the matters that must be considered when making a decision to set up a Self Managed Super Funds. We may at times give some factual information which is not intended to influence you in making a decision. In relation to a particular financial SMSF product or an interest in a particular financial product. This advice should not be considered as particular financial product advice or personal advice. This advice may be given under exemptions contained in Corporate Regulation 7.1.33G. We may refer to you to our third party affiliates. If you require advice relating to SMSF capital giants tax implications of investing in various Asset Classes. If we refer you to any financial planner or advisor. That planner pays us a share of for any financial advice given or commission received for investment in any financial SMSF product. We will advise you in writing before we refer you of our arrangement with the financial advisor.

Declaration

You agree that no principal or any staff member of New Venture Wealth Pty Ltd trading as “New Venture Wealth”:

We haven’t offered any financial Self managed super funds product advice or any other professional advice. You must obtain your own such advice before purchasing a Self Managed Super Fund product through us.
Didn’t provided you or made a statement of opinion with the intention of influencing you. Our firm has not done any act. Which is intending. It is influencing for me to set up a self managed super funds.
We don’t give any financial advice unless in any of the circumstances mentioned in Section 766 A (2) (b) of the corporations Act 2001. Which sets out the circumstances in which our principals or staff members are taken to provide a financial service as an “Eligible Service” defined in Corporations Regulations 7.1.29. These circumstances are that, we provide a financial advices (eligible service) in the course of conducting. What we are allow to do (exempt service). It is reasonably necessary to provide financial advice. This advice is offered as an integral part of our normal accounts functions.
Our firm did not provided any financial service as mentioned in Section 766 B to E of the Corporations Act 2001. I have enough opportunities in detail these sections of the Act.
Never provided any specific advice on any assets risk policy or specific insurance for any of the asset, the SMSF funds or life insurance policy or the value of insurance required for any member of the self managed super fund.
Have not provided any advice regarding transfer of any asset or rollover of any existing superannuation interests in the DIY Self Managed Super Funds. What assets or how much money should contribut to the DIY Self Manage Super Fund. SMSF investment strategies of your DIY Self Managed Super Funds.
We did not provided any advice on who should be members and trustees of the DIY Self manage Super Funds. Who should be beneficiaries of any death benefit of any member of the DIY Super Fund.
Haven’t provided financial advice on any financial Self Managed Super Funds product other than taxation implications of any financial product. Including establishment, operation structuring or valuation of superannuation fund except for advice. Which is for offered sole purpose. Only to the extent reasonably necessary for the purpose, of ensuring compliance by you with the SIS Act (other than paragraph 52(2)(f)), the SIS Regulations (other than regulation 4.09).
We do not provide any advice:
- relating to the acquisition or disposal by your SMSF of any specific financial products or classes of financial SMSF products
- a recommendation that you acquire or dispose any superannuation product; and
- a recommendation in relation to a person’s existing holding in a superannuation product to modify an investment strategy or contribution level.
We don’t provide any comparison that your existing superannuation interest with DIY SMSF or any other superannuation product or any investment with another in your DIY SMSF.
Didn’t provided any retirement planning or estate planning advice either within or outside of superannuation space or within the ambit of DIY Super Fund.
That New Venture Wealth can send me follow up communications and promotions. Which relate to my application process, auditing and other new product and promotional releases.

I have obtained my own independent profession advice who holds an Australian Financial Services License (AFSL) and conducted my own research in making a decision to set up a SMSF.

I understand that once I set up my own Self Managed Super Funds, I as trustee will be responsible for my superannuation funds and I have read all my administrative functions and duties as a trustee and all investment restrictions as detailed in the ATO trustee declaration form.

By clicking the button below “I ACCEPT, SETUP SMSF NOW” . Providing my personal and information of all members of the proposed DIY SMSF on the online form. I am instructing New Venture Wealth Pty Ltd and their principals, partners and staff to provide administrative task. Establishing an SMSF as defined in 17A of SIS Act for me.

Disclaimers

ASIC and ABR Declaration

By paying the establishment fee, I / We the above listed office bearers, of the yet to be created company (named above) to the best of our knowledge declare that the information provided to New Brighton Capital Pty Ltd and partners is True and Correct. By paying the establishment fee, I / we request, instruct and authorise on payment of the above fees to New Brighton Capital Pty Ltd and partners to apply to ASIC in the prescribed form (Form 201) to create the above named company on the basis of the above information on this page. I / We understand that New Brighton Capital Pty Ltd and partners will be lodging this application under ASIC's Electronic Lodgement Protocol and pre filling Form 201 for electronic Lodgement with ASIC.

All Director(s), Shareholder(s), Company Secretary and Public Officer authorise New Brighton Capital Pty Ltd and partners to lodge this form once they receive the necessary written & signed consents and agreements referred to in the application from (Form 201) for each person listed above, including consent to act as a Director and Consent to act as a Secretary. All necessary written & signed consents and agreements referred to in the application from (Form 201) will be sent to all shareholders / members for signing through the New Brighton Capital Portal.

The state jurisdiction laws that apply to the trust deed will be state of the SMSF address unless advised otherwise. The state of registration of the company will be the state of the company address unless advised otherwise. The minutes meeting to establish the fund will be assumed to have taken place at the fund address, at a time one hour before payment of the establishment fee, unless advised otherwise. The company chairman, secretary and public officer will be noted as Member 1 as per this form unless advised otherwise. The trustees agree to permit New Brighton Capital Pty Ltd to receive and open mail addressed to the proposed fund for the strict purpose of administering the proposed fund.

All the persons associated to this SMSF agree that: We, (New Brighton Capital Pty Ltd and partners) will be sending your information to the ATO. They are authorised by taxation laws, including the Income Tax Assessment Act 1936, A New Tax System (Australian Business Number) Act 1999, A New Tax System (Goods and Services Tax) Act 1999 and the Taxation Administration Act 1953 to collect the information requested on this form. ATO need this information to help them administer these Acts and to help them to maintain the details relating to you that are recorded in the Australian Business Register (ABR) and other ATO systems. Where authorised by taxation laws to do so, ATO may give this information to other Commonwealth, State, Territory and local government agencies. Selected ABR information is available to the public. Penalties may be imposed for giving false or misleading information.

Election to be Complying Fund

I / We the director(s) or Secretary of the corporate trustee of the above named fund elect that the Superannuation Industry (Supervision) Act 1993 is to apply in relation to the superannuation fund, and understand that the election is irrevocable. Self-managed superannuation funds are required to answer the following questions when electing to be a complying fund. These questions must be answered on behalf of all individual trustees, a body corporate trustee and responsible officers of the body corporate trustee. We have answered them as below. By paying the establishment fee, you agree that the following 7 statements are correct.

1. The ATO Regulated Self Managed Superannuation Fund does intend to be a self managed superannuation fund for 12 months or longer.

2.The company knows or has reasonable grounds to suspect that all persons who are, or who are acting as, responsible officers of the body corporate are not disqualified persons. If a responsible officer is a disqualified person your SMSF application will be denied. Please see eligibility criteria here to confirm as New Brighton Capital will not offer a refund if the application is unsuccessful.

3.A receiver, or a receiver and manager, of the company has not been appointed.

4.The company has not been placed under official management.

5.A provisional liquidator of the company has not been appointed.

6.The company is not being wound up.

7.If the registered company address is not occupied by the company, the occupier has consented in writing that the company can use the address as the registered address and has not withdrawn that consent.

Declarations

By paying the establishment fee, I declare that to the best of my knowledge, the information supplied in this application, provided above, is True and Correct and:

I hereby authorise New Brighton Capital Pty Ltd and partners to set up a Self Managed Superannuation Fund Trust Deed for the above-named trustees;

All Trustees/Directors understand that New Brighton Capital does not offer financial advice and that no information presented by New Brighton Capital is intended to imply any recommendation or opinion about a financial product.

All Trustees/Directors understand that if a provider/exchange is listed as a supported provider this in no way is a recommendation or endorsement by New Brighton Capital of the provider or the assets available on the supported provider’s platform.

All Trustees/Directors confirm that they understand their obligations and the penalties for non-compliance.

All Trustees/Directors know how to stay informed and up to date regarding understanding their obligations and the penalties for non-compliance while running an SMSF.

All Trustees/Directors also understand that if they fail to carry out their obligations or become non-compliant that New Brighton Capital cannot provide advice on rectifying the breach and that the members/trustees will need to obtain their own independent financial advice to address the issue.

All Trustees/Directors are aware that an ATO declaration must be signed within 21 days of commencing their duties (this will be included in your establishment documents);

I am authorised to complete and lodge this form on behalf of the Trustees with New Brighton Capital Pty Ltd and partners, Australian Tax Office and Australian Business Register.

All members/trustees are currently in Australia and members acknowledge that the proposed fund satisfies the ATO residency rules.

All members/trustees confirm that all details provided on this form are correct and accurate and understand that if changes need to be made to the ATO or ASIC due to an error on this form that charges may apply.

All members/trustees confirm that they have read and understood the "Electronic Record and Signature Disclosure" and consent to use electronic records and signatures.

Phone

This field is for validation purposes and should be left unchanged.