Establish a Self Managed Super Fund

Before Completing the Instructions

Your accountant or financial adviser may have suggested to you that you establish a Self Managed Superannuation Fund (SMSF).

You can use this facility to instruct us by either providing your instructions on-line, or by clicking here to download the instruction form and manually forward it to us.

The following guidelines, which can be downloaded by clicking here, may assist you in making your selections.

It is important that you understand the purpose behind a SMSF, and if this structure is right for your circumstances. If you have not already done so, please contact your licensed financial adviser to obtain further information. We regularly review the terms of our SMSF deed to ensure that it complies with all relevant legislation.