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Apply Online
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Select Number of Trustees:
Address Details:  

Residential Address
 
Address:
Suburb:
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Postal Address
Same as residential address
Address:
Suburb:
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JustSMSF (and any associates) did NOT:

  • Recommend that I set up an SMSF
  • Make a statement of opinion with the intention of influencing me to decide to set up an SMSF
  • provide financial product advice under section 766B of corporations Act
  • suggest that I deal in a financial product under section 766C of corporations Act
  • ask me how much super I have currently and suggested that I should roll over my superannuation interest to my SMSF
  • give me any advice on where I should invest when I set up an SMSF
  • advise me on how much insurance I should have currently or after I set up an SMSF

I (all trustees or director/s of corporate trustee) agree with the above


I agree/confirm that:

  • you have explained to me that any engagement of your services will be covered under Regulation 7.1.2(3) (f) & (g) of the Corporations Act where you will be simply arranging a SMSF trust deed and related documents for me and helping me to apply for Australian Business Number and Tax File Number of the fund for me and helping me to roll over my superannuation interest to my SMSF or helping me to make in-specie contribution to my SMSF. My engagement of your services will be limited to administrative tasks and the decision to set up an SMSF is completely mine.
  • the fee which are charging me is only to provide tax advice and factual information of SIS Act and all the administrative tasks which you will provide. I understand that your fee is for obtaining a trust deed from your reliable legal sources and completing all the administrative tasks to set up an SMSF and providing me with factual tax and SIS Act information and not for any financial advice.
  • you have not given me any financial product advice and made any statement or formed an opinion that can constitute financial product advice. I understand that you are not licensed to provide any financial product advice and you have provided me only taxation relating to SMSF's and taxation and penalty consequences of various investment restrictions in SIS Act.
  • I have spoken with a financial planner / conducted my own research. I acknowledge that you cannot provide advice if I should set up an SMSF or not or compare my superannuation interest with an offering of another provider or with an SMSF. I acknowledge that you have advised me that you cannot provide any retirement planning or estate planning advice.
  • you have not provided any advice relating to acquisition or disposal by the superannuation fund of specific financial products or classes of financial product

I (all trustees or director/s of corporate trustee) agree with the above