SMSF Enquiry

Take 60 seconds to see if an SMSF could help you take control of your financial future.

Please complete all sections below. Fields marked with * are required.

Number of Clients

Applying with someone else? Complete this one form together and enter the details for all applicants here — please don't submit a separate form for each person.

Client 1

Title

First Name

Surname

Date of Birth

Mobile

Marital Status

Residential Status

Street Address

Suburb

State

Postcode

Years at This Address

Dependents

Number of Dependents

Current Employment

Employment Type

Superannuation

Super Balance (approx.)

Credit History

Answer on behalf of all clients listed above.

Have you ever been declared bankrupt or entered a Part IX agreement?

Have you ever had a default listed on your credit file?

Have you ever had a judgement entered against you?

Are you currently behind on any loan or credit card repayments?

Are you currently a guarantor on any loan?

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