Process:
- Contact Sequoia if you wish to discuss establishing a SMSF
- Select the service you require (Classic or Mini)
- Download the relevant SMSF application form
- Complete & either post, scan & email or fax completed application form to us
- Sequoia will process your application
- You will receive your new SMSF's trust deed and other official documents for signing
- Sign & post back
- Sequoia will apply for an Austalian Business Number (ABN) and Tax File Number (TFN) for your new SMSF
- We will assist you with establishing a bank account in the name of your SMSF
- Rollover your existing superannuation into your SMSF's new bank account
- Assist you with providing the necessary documentation so your employer can pay your Superannuation into your SMSF
- Your SMSF is up and running, the rest is left to Sequoia
- Classic SMSF Application Form ( 223.30 Kb )
- Mini SMSF Application Form ( 230.06 Kb )