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Forms & Documents

Administrative

ATO Kit: Setting up an SMSF
ATO Kit: Running a SMSF
Privacy Policy
SMSF Application Form

Client Documents

Insurance Data Collection
Client Service Agreement
Third Party Authority
AWS Financial Planning Booklet
Why good advice is a good idea
SMSF Bare Trust Borrowing

AFSL 462 579  | ABN 54 164 973 540 | AFCA Member 35017 | Tax (Financial) Adviser 2483 6515
The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.

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