User Forms

Please note: We are temporarily unable to accept Amex as a payment option.

Guides

• Download the Class & BGL TBAR Guide to simplify SMSF transfer balance reporting.
  Download
• Download the ECPI Flowchart to determine if your SMSF can claim exempt current pension income.
  Download
• Download the latest SMSF Residency Test Flowchart to assess fund compliance with ATO residency rules.
  Download

Administration

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Audit

• Get the Contribution Work Test Declaration form to confirm your SMSF client’s eligibility for super contributions.
  Download
• Download the Property Valuation Order Form to request valuations for SMSF audit and compliance purposes.
  Download
• Get the 2024 SMSF Audit Checklist from Assurify, available via SMSF Engine.
  Download

Other

• Download the Title Search Form to request SMSF property records.
  Download
• Download the Binding Death Benefit Nomination form for your SMSF.
  Download