SMSF Setup

Welcome

Welcome to Your SMSF Application

We’re excited to help you take the first step in setting up your Self-Managed Super Fund (SMSF) with HelloLedger.

To get started, this application form will guide you through:

Choosing your fund and trustee structure
Setting up a corporate trustee (if applicable)
Other setup details
Member and trustee information

Fund Information

Please provide the basic details for the SMSF.

Fund Name(Required)

How many members will the SMSF have?(Required)

Trustee Structure

Choose the trustee structure for the SMSF.

Individual trustees require at least 2 members. Please go back and change the member count or select a company as trustee.

What trustee type will the SMSF have?(Required)

A company as trustee

Individual trustees (minimum 2)

Would you like HelloLedger to establish a special purpose trustee company or will you use an existing company?(Required)

New company

Existing company

Company Details

Please enter the details for the corporate trustee company.

Company Name(Required)

Company Suffix(Required)

Preferred state of registration(Required)

Existing Company Details

Please provide the details of the existing trustee company.

Company name(Required)

ACN(Required)

Registered Office Address line 1(Required)

Registered Office Address line 2

Suburb(Required)

State(Required)

Postcode(Required)

Would you like HelloLedger to act as ASIC agent for your company?(Required)

Yes

No

If HelloLedger acts as ASIC agent for the company, we can assist with ongoing ASIC compliance and related company administration.

ASIC Agent & Address

Please provide ASIC agent preference and company address details.

Would you like to appoint HelloLedger as ASIC agent for your company?(Required)

Yes

No

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

Member 1 Details

Please enter the details for the first member of the fund.

Title(Required)

First Name(Required)

Middle Name

No Middle Name

Surname(Required)

Gender(Required)

Date of Birth (DOB)(Required)

Tax File Number(Required)

Mobile Number(Required)

Email address(Required)

Member 1 Roles & Address Details

Select the roles for Member 1 and complete their address details.

Roles (tick all that apply)(Required)

Member

Director

Shareholder

Secretary

Roles (tick all that apply)(Required)

Member

Trustee

Director ID(Required)

Place of birth (country)(Required)

Place of birth (suburb)(Required)

Place of birth (state)(Required)

Number of shares(Required)

Member 1 Address Details

Residential address

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

Postal address

Same as residential address?(Required)

Yes

No

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

Member 2 Details

Please enter the details for the second member of the fund.

Title(Required)

First Name(Required)

Middle Name

No Middle Name

Surname(Required)

Gender(Required)

Date of Birth (DOB)(Required)

Tax File Number(Required)

Mobile Number(Required)

Email address(Required)

Member 2 Roles & Address Details

Select the roles for Member 2 and complete their address details.

Roles (tick all that apply)(Required)

Member

Director

Shareholder

Secretary

Roles (tick all that apply)(Required)

Member

Trustee

Director ID(Required)

Place of birth (country)(Required)

Place of birth (suburb)(Required)

Place of birth (state)(Required)

Number of shares

Member 2 Address Details

Residential address

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

Postal address

Same as residential address?(Required)

Yes

No

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

Member 3 Details

Please enter the details for the third member of the fund.

Title(Required)

First Name(Required)

Middle Name

No Middle Name

Surname(Required)

Gender(Required)

Date of Birth (DOB)(Required)

Tax File Number(Required)

Mobile Number(Required)

Email address(Required)

Member 3 Roles & Address Details

Select the roles for Member 3 and complete their address details.

Roles (tick all that apply)(Required)

Member

Director

Shareholder

Secretary

Roles (tick all that apply)(Required)

Member

Trustee

Director ID(Required)

Place of birth (country)(Required)

Place of birth (suburb)(Required)

Place of birth (state)(Required)

Number of shares

Member 3 Address Details

Residential address

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

Same as residential address?(Required)

Yes

No

Postal address

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

Member 4 Details

Please enter the details for the fourth member of the fund.

Title(Required)

First Name(Required)

Middle Name

No Middle Name

Surname(Required)

Gender(Required)

Date of Birth (DOB)(Required)

Tax File Number(Required)

Mobile Number(Required)

Email address(Required)

Member 4 Roles & Address Details

Select the roles for Member 4 and complete their address details.

Roles (tick all that apply)(Required)

Member

Director

Shareholder

Secretary

Roles (tick all that apply)(Required)

Member

Trustee

Director ID(Required)

Place of birth (country)(Required)

Place of birth (suburb)(Required)

Place of birth (state)(Required)

Number of shares

Member 4 Address Details

Residential address

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

Postal address

Same as residential address?(Required)

Yes

No

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

Member 5 Details

Please enter the details for the fifth member of the fund.

Title(Required)

First Name(Required)

Middle Name

No Middle Name

Surname(Required)

Gender(Required)

Date of Birth (DOB)(Required)

Tax File Number(Required)

Mobile Number(Required)

Email address(Required)

Member 5 Roles & Address Details

Roles (tick all that apply)(Required)

Member

Director

Shareholder

Secretary

Roles (tick all that apply)(Required)

Member

Trustee

Director ID(Required)

Place of birth (country)(Required)

Place of birth (suburb)(Required)

Place of birth (state)(Required)

Number of shares

Member 5 Address Details

Residential address

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

Postal address

Same as residential address?(Required)

Yes

No

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

Member 6 Details

Please enter the details for the sixth member of the fund.

Title(Required)

First Name(Required)

Middle Name

No Middle Name

Surname(Required)

Gender(Required)

Date of Birth (DOB)(Required)

Tax File Number(Required)

Mobile Number(Required)

Email address(Required)

Member 6 Roles & Address Details

Select the roles for Member 6 and complete their address details.

Roles (tick all that apply)(Required)

Member

Director

Shareholder

Secretary

Roles (tick all that apply)(Required)

Member

Trustee

Director ID(Required)

Place of birth (country)(Required)

Place of birth (suburb)(Required)

Place of birth (state)(Required)

Number of shares

Member 6 Address Details

Residential address

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

Postal address

Same as residential address?(Required)

Yes

No

Address Line 1(Required)

Address Line 2

Suburb(Required)

State(Required)

Post Code(Required)

GST Registration & Bank Details

Please confirm GST setup preference and provide bank details.

Would you like us to register the SMSF for GST as part of setup?(Required)

Yes

No

Bank(Required)

Bank Address(Required)

Bank Suburb(Required)

Bank State(Required)

Bank Post Code(Required)

Confirm & Authorise

Please review and confirm your authority to proceed.

Authorisation to Proceed(Required)

I confirm that I would like HelloLedger to proceed with the setup of a new Self-Managed Super Fund based on the information I’ve provided.

Signed(Required)

Full name(Required)

Review Your Application

Please review the details you have entered before proceeding to the final confirmation.

SMSF Application Form

Welcome

Welcome to Your SMSF Application

Fund Information

Trustee Structure

Company Details

Existing Company Details

ASIC Agent & Address

Member 1 Details

Member 1 Roles & Address Details

Member 1 Address Details

Residential address

Postal address

Member 2 Details

Member 2 Roles & Address Details

Member 2 Address Details

Residential address

Postal address

Member 3 Details

Member 3 Roles & Address Details

Member 3 Address Details

Residential address

Postal address

Member 4 Details

Member 4 Roles & Address Details

Member 4 Address Details

Residential address

Postal address

Member 5 Details

Member 5 Roles & Address Details

Member 5 Address Details

Residential address

Postal address

Member 6 Details

Member 6 Roles & Address Details

Member 6 Address Details

Residential address

Postal address

GST Registration & Bank Details

Confirm & Authorise

Review Your Application

Links

Legal

Get in touch