Forms and Resources
Shaping SMSF Success Together
Welcome to Shape Super’s SMSF Forms and Resources hub.
Forms
Quick access to commonly requested forms.
SMSF Establishment Form
Use this form to formally create your new SMSF and begin taking control of your retirement savings.
Shape Account Based Pension Advice
Guidance and structure for setting up or managing account-based pensions.
Transfer a Fund
Easily initiate the process of moving an SMSF from another administrator.
Helpful Links
Trusted sources of information and professional bodies.
ATO SMSF Information
Official ATO guidance on SMSFs, compliance requirements, and updates.
SMSF Association
Industry body providing resources, education, and advocacy for SMSF professionals.
Self-managed Independent Superannuation Funds Association (SISFA)
Independent association supporting SMSF trustees and advisers.
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