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SMSF Fact Find

For establishing or reviewing a Self-Managed Super Fund. Complete the details below — approximate figures are fine, and your progress saves automatically on this device.

Fund members

An SMSF can have up to six members. Add a second member if you’re setting up the fund together.

Is this a two-member fund (e.g. you and your partner)?

Yes — add Member 2 No — just me

Member 1 — personal details

First name *Required.

Last name *Required.

Gender

Date of birth *Required.

Email *Enter a valid email.

Mobile *Required.

Home address

Place & country of birth

Australian resident?

Ever been declared bankrupt?

Member 1 — employment

Occupation

Professional qualification

Higher education?

Self-employed?

Employer name

Employer address

Employment status

Gross salary p.a. (AUD)

Super contributions p.a. (AUD)

Desired retirement age

Dependants

Add anyone who depends on the members financially.

Income, expenses, assets & liabilities

Household figures. Approximate values are fine.

After-tax income (monthly)

Living expenses (monthly)

Mortgage & loan repayments (monthly)

Secondary school fees (monthly)

All other expenses (monthly)

Free cash — total (monthly)

Assets (approx. value)

Own residence

Investment properties

Cash, shares & funds

Superannuation (total)

Liabilities (approx. balance owing)

Own residence mortgage

Investment property loans

Car & credit cards

All other debt

Current superannuation fund details

Your existing fund(s) — this helps us plan any rollover into the SMSF.

Fund name

Fund ABN

Fund USI

Member number

Fund address

Professional advisers

Accountant name

Accountant phone

Accountant email

Solicitor name

Solicitor phone

Solicitor email

Financial adviser (if any)

Their phone

Their email

Anything else we should know?

Other important facts

To progress, we’ll later ask you to securely provide: driver’s licence (front & back), a recent payslip, a recent tax return, recent super statement, and — if a business owner — business tax return and financials. Please don’t email these; we’ll arrange a secure method.

Consent & declaration

We don’t collect tax file numbers, bank account or card details through this form — those are handled separately and securely.

I declare the information provided is true and correct to the best of my knowledge. I consent to Life Protector (Weal Par Pty Ltd, AFSL 474805) contacting me to discuss establishing or reviewing an SMSF. Please tick both declarations to submit.

Type your full name as a signature *Required.

SMSF Fact Find

Assets (approx. value)

Liabilities (approx. balance owing)

Thank you — your SMSF Fact Find is on its way.