Contact Sunshine Coast SMSF Solutions on 07 5451 6888

Links, Checklists and Useful Information

ATO Home Page for SMSFs

http://www.ato.gov.au/Super/Self-managed-super-funds/

Australian legal documents online:

Cleardocs provides an automated online company, SMSF and Family Trust Australian document creation process. We provide the legal documents online. We also provide electronic lodgement as ASIC to register a company. Our legal document creation process is completely online and simple to follow, and the documents are available within minutes.
http://www.cleardocs.com/

Provide online service for creating, storing &managing legal documents for Companies and Trust deeds for SMSF, Family, Unit &Fixed Unit Trusts etc.
http://www.trustdeed.com.au/

Online Brokerage Firms:

CommSec, is Australia’s largest discount stockbroking firm operated by the Commonwealth Bank of Australia.
https://www.comsec.com.au/

ATO Publications:

– Thinking about self-managed super
– Setting up
– Contributions and rollovers
– Investing
– Paying benefits
– Winding up
– Administering and reporting

ATO Forms:

Change of details for superannuation entities
You can use this form to change various registration details for a superannuation entity.

Choosing a super fund – How to complete your Standard choice form
The Standard choice form sets out employee options for choosing a superannuation fund.

Completing the request to transfer whole balance of superannuation benefits between funds
The Request to transfer whole balance of superannuation benefits between funds form allows members to transfer their benefits between funds.

Contributions splitting application
You should complete this application if you want to boost your spouse’s super savings with some of your own.

Deduction for personal super contributions
You should complete this notice if you intend to claim a tax deduction for your personal contributions, or want to vary a previous notice of intent you gave your super fund.

Request for self-managed superannuation fund specific advice
You should use this form if you want specific advice about how the super law applies to a particular transaction or arrangement for a self-managed superannuation fund.

Trustee declaration
To be completed by new trustees and directors of corporate trustees of self-managed super funds.

Sunshine Coast SMSF Solutions

Sunshine Coast SMSF Solutions
Suite 8
61- 63 Primary School Court
PO Box 6070, Maroochydore,
BC QLD 4558
Phone: +61(0) 7 5451 6888
Fax: +61(0) 7 5451 6809
E-Mail: info@sunshinesmsf.com.au

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Sunshine Coast SMSF Solutions



Sunshine Coast SMSF Solutions Pty Ltd, ABN 47 611 513 958, is an Authorised Representative of Count Financial Limited.

‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.

Count is a Professional Partner of the Financial Planning Association of Australia Limited.

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