The following is a list of useful Help Centre articles and resources that can be used when establishing a new SMSF to purchase property (with or without an LRBA).
SMSF Administration Service Agreement
This agreement appoints Superfund Wholesale service providers who will attend to the ongoing administration of the SMSF including preparation of the accounts, tax return and independent audit.
You can download the latest version of our client level Service Agreement here:
https://superfundwholesale.box.com/v/ClientSMSFServiceAgreement (opens in new window)
You can also generate your custom Service Agreement (including client Direct Debit Form - see below) using our Service Agreement Generator here.
Please ensure you return the signed Service Agreement to email@example.com
Direct Debit Request Form
This agreement nominates the applicable ongoing fees for the ongoing administration of the SMSF.
This form is only relevant where Superfund Wholesale is directly invoicing and debiting your clients. If you've agreed for us to charge you in bulk for our SMSF administration services your clients do not need to sign a direct debit authority with us.
ASIC Registered Agent Form
This form appoints an ASIC registered agent for the trustee company of the SMSF.
Our ASIC Registered Agent Appointment form can be downloaded here:
This PDF has built-in form fields that can be typed into. This is an optional service Superfund Wholesale provides free of charge. This form is a standard ASIC form and cannot be modified.
More information available about this service here: Help Centre – ASIC Registered Agent Services.
Authority to Release Information (Third Party Authority)
This letter if signed by the trustees will enable Superfund Wholesale to directly contact third parties including banks, insurance companies, solicitors and property managers to obtain information and documentation required to complete the accounts and administration of the fund.
This letter is optional. If authorised, please return signed letter to Superfund Wholesale.
SuperStream Notification Letter
This letter needs to be provided to all employers (or their payroll offer / payroll provider) who will be making contributions into the SMSF. Multiple copies of this letter may be required.
The ESA for all Superfund Wholesale clients is ‘smsfdataflow’.
Our Superstream ESA Notification template letter can be downloaded here:
This PDF has built-in form fields that can be typed into. You are free to modify for change this document provided you retain the key information regarding the ESA.
This letter is not required where employers will continue to contribute into another super fund.
SMSF Property Purchase Checklist
This checklist is to assist your clients when to comes to providing you with copies of the documents and information we will require to complete the first year accounts and administration for the SMSF.
SMSF Annual Document Checklist
This checklist is to assist your clients when to comes to providing you with copies of the documents and information we will require to complete the ongoing accounts and administration for the SMSF.
Data Feed Activation Information
Use this article to assist you in determine what authority forms your clients need to sign to enable us to receive transactional data from the client’s loan and transaction accounts.
Clients can sign the authority forms upfront and the account numbers can be provided at a later date.
ASIC 10 Year Prepayment Form
This form enables you to pre-pay the annual company registration fees for 10 years. Can be used for the SMSF trustee company and trustee company of the bare trust.
More information and forms available here: ASIC Fee 10 Year Prepayment