User Forms

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

Guides

• Residency Test Flowchart
  Download
• Concessional Contributions Flowchart
  Download
• Non Concessional Contributions Flowchart
  Download
• Class & BGL TBAR Guide
  Download
• ATO ECPI Flowchart
  Download
• Quick User Guide
  Download
• Actuary Guide
  Download

Administration

• Portfolio Administration
  Download
• Expression of Interest Form
  Download
• Annual Checklist
  Download

Audit

• SMSF Engine Property Valuation Declaration
  Download
• SMSF Audit Checklist
  Download
• Contribution Work Test Declaration
  Download

Other

• Binding Death Benefit Nomination
  Download
• Property Title Request Form
  Download
• Residential Property Valuation Request Form
  Download
• Fund Establishment Form
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