SMSF ESTABLISHMENT Form – Shape Super SMSF Services

YOUR DECISION TO ESTABLISH A SELF-MANAGED SUPERANNUATION FUND (SMSF)

Shape Super do not hold a financial services licence, we are therefore prohibited from providing you with any recommendation or opinion that is intended to influence you in making any decision in relation to selfu0002managed superannuation (including whether to establish, contribute to or draw a benefit from, an SMSF, or any investment decision by an SMSF trustee), or that could reasonably be regarded as being intended to have such an influence.

Please complete the details attached and sign the below declaration to confirm the basis of your decision.

ESTABLISHMENT DECLARATION

I hereby declare that:

1. I have decided to establish a self-managed superannuation fund (Fund);

2. I am aware that: a) Shape Super does not hold a financial services license; and
b) accordingly, is generally prohibited from providing me with any recommendation or opinion that is intended to influence me in making any decision in relation to self-managed superannuation (including whether to establish, contribute to or draw benefits from, an SMSF, or any investment decision by an SMSF trustee), or that could reasonably be regarded as being intended to have such an influence (Financial Advice).

3. If Shape Super has provided me with advice in relation to self-managed superannuation, that advice has been of a general factual nature only and not intended in any manner or delivery to be in relation to our specific circumstances.
4. Shape Super has not provided me with any Financial Advice in relation to the Fund, such as (without limitation):
a) whether I should establish the Fund.
b) any decision to contribute to or draw a benefit from the Fund; or
c) any investment decision by a trustee of the Fund. 5. I understand that:
a) if I request the Firm to establish the Fund, the Firm will be obliged to establish the Fund in accordance with my instructions, even if the Firm believes those instructions may not be in my best interest; and
b) if I request the Firm to provide administration services in relation to the Fund, in providing those services the Firm will be prevented from providing Financial Advice.

6. We declare that we have researched and understand the legal regulations and responsibilities and that we are not prohibited under the legislation, or by other orders, from holding the position of a trustee of a regulated self-managed superannuation fund or the position of a director of a corporate trustee.

7. We understand and accept that Shape Super will not be responsible in any way either legally or financially should the establishment be delayed or not accepted by the regulators for circumstances unrelated and outside of the responsibility or control of Shape Super under this establishment request with regards to either the superannuation fund and/or the corporate trustee.

Untitled*

I have read, understand, and agree to the terms and conditions listed above.

FUND AND TRUSTEE DETAILS

Proposed Corporate Trustee Name (subject to availability)*

Proposed Superannuation Fund Name*

Registered address and mailing address*

State*

Postcode*

Fund Postal Address ( if different from above )

Fund Postal Address State

Postcode

Financial Adviser Name

Financial Adviser Phone Number

Is this fund intended to be a Recognised Overseas Pension Scheme (ROPS)?

Yes

No

MEMBER & TRUSTEE DIRECTOR DETAILS

TRUSTEE / MEMBER

First Name (as per ATO records)*

Middle Name (as per ATO records)*

Surname (as per ATO records)*

Residential Address*

Personal Email Address*

Mobile Phone Contact Number*

Tax File Number*

Date of Birth*

Birth Place - Country*

Birth Place - State*

Birth Place - City*

Occupation*

Is this trustee an undischarged bankrupt?*

Has this trustee ever been convicted for dishonest conduct?*

Has this trustee ever received a civil penalty order?*

Has this trustee ever been a disqualified person by the regulator (ATO or APRA)?*

Is the trustee a Resident of Australia?*

Director Identification Number*

Maximum of 4 team members - set by the maxItems property

PRICE AGREEMENT:

Please accept this as my/our instruction to establish the above SMSF and Corporate Trustee Company

We accept the advised establishment fee of $1,332.00* (Incl of GST) be made payable to Shape Super
*Please Note A Payrix Merchant Fee will be applied to this transaction on top of the accepted establishment fee.
This is currently charged by Payrix at a rate of 1.98% for VISA and 3.85% for AMEX transactions as at 6/4/2022

CREDIT CARD DETAILS:

We accept that this payment is not refundable should the establishment not be successful due to any circumstance either as referenced in para 6 and 7 of the accepted declarations or circumstances outside the control of Shape Super

Payment Option*

Pay now online

Pay later over the phone

Name on Card*

Card Number*

Expiry Date*

CVC*

Signed*

www.shapesuper.com.au | enquiries@shapesuper.com.au | (08) 6117 5577

Email

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