+61 1300 216 890

Xpress Super

Best SMSF Administration Services in Australia

Home
Why Us?
Services
Facts and Forms
Fees
Free Phone Consultation
Get Started
Login

Home
Why Us?
Services
Facts and Forms
Fees
Free Phone Consultation
Get Started
Login

Client Engagement Form

1 Terms & Conditions

2 Sign Up

3 Primary Contact

4 Trustee Structure

5 Trustee Details

6 Upload Document

7 Declaration & Consent

Thank you for choosing Xpress Super as your SMSF Administrator. Before we proceed, please read our Financial Services Guide, Terms and Conditions, and Direct Debit Agreement.
*
- 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.
*
- I acknowledge that I have read and agree to the Terms and Conditions
*
- I acknowledge that I have read and agree to Xpress Super's Direct Debit Agreement
*
- 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.
*
- I acknowledge that Xpress Super will conduct the relevant Anti-Money Laundering (AML) checks.
Please feel free to contact us on 1300 216 890 if you have any questions whilst completing our engagement form.

Save and Continue Later

Account Setup
Before we start, we'd like to know how you heard about us?*
- Existing client
- My Adviser
- Internet
- Advertising
- Facebook
- Switzer
- RateSetter
- Bitcoin Trader
- Other
Name of Advisor
Where (URL)
Where (Which ad)
Name of Client
Where
Do you have a financial adviser?*
- Yes
- No
Name*
Company*
Address*
Street Address City State ZIP / Postal Code
Phone*
Email*
Do you authorise your Financial Adviser to have view-only access to your financial statements online?*
- Yes
- No
Do you authorise us to deal with your Adviser directly?*
- Yes
- No
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*
Date Format: 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?
- Yes
- No
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
Our parent company SuperGuardian, can provide you with financial advice around setting up an SMSF. Would you like a representative from SuperGuardian to contact you?*
- Yes
- No
Fund Details*
What would you like your new SMSF to be called?
Transfer an Existing SMSF
Date of Establishment (DD/MM/YYYY)*
Date Format: 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)*
How would you like to receive your welcome pack?*
- Email to Me
- Post to Me
- Email to my Adviser
- Post to my Adviser
Have you obtained advice on your insurance needs and requirements?*
- Yes
- No
Hedges Asset Planning provides insurance products designed for SMSFs. You can contact Graeme Hedges on 08 8267 2000. We make no recommendation about the appropriateness of these products to your circumstances. If you want advice about what insurance products are suitable for you, please contact your own adviser. If you obtain any product that Hedges Asset Planning offers, we do not receive any benefits from Hedges Asset Planning in connection with that product.
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.
Would you like an Australian Money Market term deposit account?*
Learn more about Australian Money Market
- Yes
- No
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 Rate Setter and disclosing other information about you to assist Rate Setter to complete any anti-money laundering identification checks that they are legally required to complete, if you later sign up with Rate Setter.

Save and Continue Later

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

Save and Continue Later

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
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.
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*

Save and Continue Later

Company Trustee Details
Director 1
Title*
First Name*
Middle Name
Please include if available
Last Name*
Is This Person a Member?*
An SMSF Member is someone who will have a balace in the fund.
- Yes
- No
Tax File Number*
Date of Birth (DD/MM/YYYY)*
Date Format: DD slash MM slash YYYY
Residential Address*
Address cannot be a PO Box
State and City of Birth*
Nationality*
Citizenship*
Occupation*
Employer*
Email*
Telephone (Work)*
Telephone (Home)*
Telephone (Mobile)*
- Add Another Director
Director 2
Title*
First Name*
Middle Name
Please include if available
Last Name*
Is This Person a Member?*
An SMSF Member is someone who will have a balace in the fund.
- Yes
- No
Tax File Number*
Date of Birth (DD/MM/YYYY)*
Date Format: DD slash MM slash YYYY
Residential Address*
Address cannot be a PO Box
State and City of Birth*
Nationality*
Citizenship*
Occupation*
Employer*
Email*
Telephone (Work)*
Telephone (Home)*
Telephone (Mobile)*
- Add Another Director
Director 3
Title*
First Name*
Middle Name
Please include if available
Last Name*
Is This Person a Member?*
An SMSF Member is someone who will have a balace in the fund.
- Yes
- No
Tax File Number*
Date of Birth (DD/MM/YYYY)*
Date Format: DD slash MM slash YYYY
Residential Address*
Address cannot be a PO Box
State and City of Birth*
Nationality*
Citizenship*
Occupation*
Employer*
Email*
Telephone (Work)*
Telephone (Home)*
Telephone (Mobile)*
- Add Another Director
Director 4
Title*
First Name*
Middle Name
Please include if available
Last Name*
Is This Person a Member?*
An SMSF Member is someone who will have a balace in the fund.
- Yes
- No
Tax File Number*
Date of Birth (DD/MM/YYYY)*
Date Format: DD slash MM slash YYYY
Residential Address*
Address cannot be a PO Box
State and City of Birth*
Nationality*
Citizenship*
Occupation*
Employer*
Email*
Telephone (Work)*
Telephone (Home)*
Telephone (Mobile)*
Individual Trustee Details
Trustee 1
Title*
First Name*
Middle Name
Please include if available
Last Name*
Is This Person a Member?*
- Yes
- No
An SMSF Member is someone who will have a balace in the fund.
Tax File Number*
Date of Birth (DD/MM/YYYY)*
Date Format: DD slash MM slash YYYY
Residential Address*
Address cannot be a PO Box
State and City of Birth*
Nationality*
Citizenship*
Occupation*
Employer*
Email*
Telephone (Work)*
Telephone (Home)*
Telephone (Mobile)*
Trustee 2
Title*
First Name*
Middle Name
Please include if available
Last Name*
Is This Person a Member?*
An SMSF Member is someone who will have a balace in the fund.
- Yes
- No
Tax File Number*
Date of Birth (DD/MM/YYYY)*
Date Format: DD slash MM slash YYYY
Residential Address*
Address cannot be a PO Box
State and City of Birth*
Nationality*
Citizenship*
Occupation*
Employer*
Email*
Telephone (Work)*
Telephone (Home)*
Telephone (Mobile)*
- Add Another Trustee
Trustee 3
Title*
First Name*
Middle Name
Please include if available
Last Name*
Is This Person a Member?*
An SMSF Member is someone who will have a balace in the fund.
- Yes
- No
Tax File Number*
Date of Birth (DD/MM/YYYY)*
Date Format: DD slash MM slash YYYY
Residential Address*
Address cannot be a PO Box
State and City of Birth*
Nationality*
Citizenship*
Occupation*
Employer*
Email*
Telephone (Work)*
Telephone (Home)*
Telephone (Mobile)*
- Add Another Trustee
Trustee 4
Title*
First Name*
Middle Name
Please include if available
Last Name*
Is This Person a Member?*
An SMSF Member is someone who will have a balace in the fund.
- Yes
- No
Tax File Number*
Date of Birth (DD/MM/YYYY)*
Date Format: DD slash MM slash YYYY
Residential Address*
Address cannot be a PO Box
State and City of Birth*
Nationality*
Citizenship*
Occupation*
Employer*
Email*
Telephone (Work)*
Telephone (Home)*
Telephone (Mobile)*
Would you like us to prepare the ASIC annual Company Review? We charge $290 annually for this service.*
- Yes
- No

Save and Continue Later

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.

Save and Continue Later

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.
*
- I/ We agree to provide all information required by Xpress Super to ensure the efficiency of ongoing reporting.
*
- 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.
*
- I/We understand we are not legally able to access our super before satisfying a condition of release.
*
- 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.
*
- 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.

Save and Continue Later

CONTACT US

Location
Sydney Office
Level 13, 333 George St. Sydney, NSW 2000
Melbourne Office
Level 4, 152 Elizabeth St. Melbourne, VIC 3000
Adelaide Office
65 Gilbert St. Adelaide, SA 5000
Phone numbers:
+61 1300 216 890
AFSL: 430962
ABN: 23158512835

Find us on:

Facebook Linkedin

OUR SERVICES

Easy Online SMSF Setup
Establishing your SMSF is easy via our online engagement form. We can even have the establishment documents sent to you within 24 hours!
Simple SMSF Transfer
As SMSF experts we specialise in the transfer of existing funds.
Range of Investment Options
Clients can choose from a range of investment assets to help grow their nest egg!
Daily Online Reporting
Our online reports provide you with access to a full suite of SMSF specific information 24/7 through automated processing.
Timely SMSF Administration & Compliance
All the information regarding your contributions, pensions and investments are available to you at click of a mouse.

ABOUT

About Us
All About SMSF
How Are We So Affordable?
Why Choose Us?
Xpress or SuperGuardian?
Privacy Policy

Disclaimer: Any information that is financial product advice is provided by Xpress Super Pty Ltd (AFSL No. 430962) (“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. The information provided as part of Xpress Super’s services does not constitute a recommendation by Xpress Super on the actual amount to withdraw or contribute to your SMSF. 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.

Client Engagement Form

Account Setup

Establish a New SMSF

Transfer an Existing SMSF

Bank Details

Account 2

Account 3

Account 4

Primary Contact

Trustee Structure

Company Trustee Details

Director 1

Director 2

Director 3

Director 4

Individual Trustee Details

Trustee 1

Trustee 2

Trustee 3

Trustee 4

Declaration and Consent