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Client Engagement Form

Please note that your information is saved on our server 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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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
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
Would you like us to prepare the ASIC annual Company Review? We charge $290 annually for this service.*
- Yes
- No
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*

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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
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- 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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