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Why Us?
Services
Trustee Resource Hub
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Contact Us
Get Started

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Client Engagement Form

Please note that your information is saved in our systems as you enter it.

1Terms & Conditions

2Sign Up

3Primary Contact

4Trustee Structure

5Trustee Details

6Upload Document

7Declaration & Consent

Thank you for choosing Xpress Super as your SMSF Administrator. Before we proceed, please read our Financial Services Guide, Terms and Conditions, Privacy Policy and Direct Debit Agreement.
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- I acknowledge that I have read Xpress Super’s Financial Service Guide and that by accessing the Financial Services Guide through this link, I consent to receiving the Financial Services Guide online.
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- I acknowledge that I have read and agree to the Terms and Conditions
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- I acknowledge that I have read and agree to the Privacy Policy
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- I acknowledge that I have read and agree to Xpress Super’s Direct Debit Agreement
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- I acknowledge and understand that I cannot access my super for personal benefits, before meeting a condition of release. I also acknowledge that Xpress Super will report any possible breaches to the Australian Taxation Office.
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- I acknowledge that Xpress Super will conduct the relevant Anti-Money Laundering (AML) checks.
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- I acknowledge that Xpress Super is an execution-only service and does not provide advice that is specific to my personal circumstances. I have obtained or confirm that I do not require financial advice with respect to the services that I will engage Xpress Super to execute or perform.
Please feel free to contact us on 1300 216 890 if you have any questions whilst completing our engagement form.

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Account Setup
Before we start, we'd like to know how you heard about us?*
- SelfWealth
- Existing Client
- My Adviser
- Internet
- Advertising
- Product Review
- Plenti
- Social Media
- Other
Name of Advisor
Where (URL)
Where (Which ad)
Name of Client
Where
Please select applicable type*
- Establish a new SMSF
- Transfer an existing SMSF
Please note: Any establishment fees are payable upfront before we proceed. Once the SMSF has money in it, you can reimburse yourself or allocate as a contribution.
Establish a New SMSF
Date of Establishment*
DD slash MM slash YYYY
Have you ever had an SMSF before?*
- Yes
- No
Are you a disqualified person with the ATO?*
ATO link for Disqualified Person
- Yes
- No
How much are you looking at rolling into the SMSF?
We appreciate your interest in establishing a self-managed superannuation fund (SMSF) with Xpress Super. However, please be advised that our firm has implemented a minimum balance requirement of $200,000.00 for SMSF establishments.
Please detail the investments you are interested in acquiring. E.g. Australian listed shares and ETFs, International listed investments, property, bullion (gold/silver).*
Do you have any outstanding personal tax returns?*
We ask this as it can affect the timeliness of the ABN application.
- Yes
- No
Fund Details*
What would you like your new SMSF to be called?
Transfer an Existing SMSF
Date of Establishment (DD/MM/YYYY)*
DD slash MM slash YYYY
ABN for your Super Fund*
TFN for your Super Fund*
Previous Accountant/Administrator*
Address
What is the first financial year you would like us to take over?
Can we notify your previous accountant of your cancellation?*
- Yes
- No
Fund Details*
What is the name of your SMSF?
Bank Details
Account Name*
Account Number*
BSB*
- Add Another Account
Account 2
Account Name
Account Number
BSB
- Add Another Account
Account 3
Account Name
Account Number
BSB
- Add Another Account
Account 4
Account Name
Account Number
BSB
Do you have a current share trading account?*
- Yes
- No
With whom?*
Account Number*
Holding Identification Number (HIN)*
This field is hidden when viewing the form
Would you like further information on establishing a Bitcoin Trader account?
Learn more about Bitcoin Trader
- Yes
- No
By selecting yes, you are consenting to us disclosing your contact details to Bitcoin Trader and disclosing other information about you to assist Bitcoin Trader to complete any anti-money laundering identification checks that they are legally required to complete, if you later sign up with Bitcoin Trader.
The cash hub for Xpress Super clients is the Macquarie CMA. The trading account providers for Xpress Super clients are Macquarie Online Trading and SelfWealth. Please select your preferred provider below:*
- Macquarie Online Trading
- SelfWealth
- No Trading Account
Would you like an Australian Money Market term deposit account?*
Learn more about Australian Money Market
- Yes
- No
This field is hidden when viewing the form
Would you like to find out further information about Peer to Peer lending?*
What is Peer-to-Peer Lending?
- Yes
- No
By selecting yes, you are consenting to us disclosing your contact details to Plenti and disclosing other information about you to assist Plenti to complete any anti-money laundering identification checks that they are legally required to complete, if you later sign up with Plenti.

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Primary Contact
Name*
First Middle Last
Postal Address*
Street Address City State ZIP / Postal Code
Telephone (Work)*
Telephone (Home)
Telephone (Mobile)*
Email*

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Trustee Structure
Please read through our fact sheet on deciding on your SMSF trustee: Deciding on your SMSF Structure.
What structure would you like to have for your SMSF?*
- Company Trustee
- Individual Trustees
Would you like us to prepare ASIC annual company review?*
An annual fee of $290 applies for special purpose propriety companies, and $490 for standard propriety companies.
- Yes
- No
Please note: You will need to have a minimum of two trustees. Please refer to the fact sheet above.
Please select applicable type*
- Please apply for the corporate trustee on my behalf
- I already have a corporate trustee established
Before we can establish a corporate trustee for your SMSF we require you to go to the ASIC website using the link below to verify the company name you want is available.

You are able to select a company name that is similar to another but not identical.

Please note – the name cannot include the words trust or trustee

Click here to go to the ASIC website
Preferred Corporate Trustee Name 1*
Preferred Corporate Trustee Name 2
Preferred Corporate Trustee Name 3
Company Name*
ACN*
Registered Office*
Do you have a bare trust and trustee company?*
- Yes
- No
Would you like us to prepare ASIC annual company review?*
An annual fee of $490 applies for for standard propriety companies.
- Yes
- No
Trust Name*
Company Name*
CAN*
Registered Office*

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ID Photos
If you don’t have a copy of your ID now, that’s okay! You can continue with the application form and provide to us later but please note, we don’t prepare any paperwork until it’s provided.
Drop files here or

Accepted file types: jpg, pdf, png, gif, Max. file size: 2 MB, Max. files: 5.

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Declaration and Consent
*
- I/ We hereby declare that all information entered in this online engagement form is true and correct. Should there be an error on the application form which results in documentation needing to be redone, additional fees may apply and the trustees will be liable for those fees.
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- I/ We agree to provide all information required by Xpress Super to ensure the efficiency of ongoing reporting.
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- I/We understand that Xpress Super offering is limited to the service providers embedded in the platform and additional fees may apply should we invest outside of the platform.
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- I/We understand we are not legally able to access our super before satisfying a condition of release.
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- In the case of an existing fund, I/We authorise Xpress Super to contact the prior Administrator and/or Accountant to obtain the necessary records and information to enable Xpress Super to undertake the administration of the fund.
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- Please note: Submitting an application to have your SMSF established by Xpress Super constitutes engagement of our services. Should you have a change of mind, or decide not to proceed or have the ATO deny your application, a fee of $499 will apply.

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Terms and Conditions

Financial Services Guide

Copyright © Xpress Super 2022

Disclaimer: Xpress Super Pty Ltd (“Xpress”) is an authorised representative (AR No. 1298901) of SuperGuardian (AFSL No. 485643). Any information that is financial product advice is provided by Xpress. The advice provided is general in nature and is not personal financial product advice. The advice provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to Xpress’ FSG https://www.xpresssuper.com.au/download/fact_sheets/Financial-Services-Guide.pdf for contact information and information about remuneration and associations with product issuers.

By accessing and/or using information at or through this site each user waives and releases the Xpress to the full extent permitted by law from any and all claims relating to the usage of the material made available through the website. In no event shall the Xpress be liable for any incident or consequential damages resulting from use of the material.

How Can We Help You?*
Your Personal Information We value your privacy
Full Name
Email Address*
Phone Number*
What would you like further information about?*
How would you like us to contact you?*
- Phone
- Email
What is your current Superannuation balance?*
How did you hear about us?
We collect and use the information submitted in accordance with our Privacy Policy
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Email
This field is for validation purposes and should be left unchanged.

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