Finance Flow

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SMSF Choice

What is your SMSF Investment Choice? *

If you have selected Other, please provide more details here:

SMSF Structure

What is your preferred trustee structure? *

If 'Other', please provide more details here:

SMSF Liquidity

How will you contribute to your SMSF? *

Existing Debt

Do you have any existing debts or financial obligations? *

Yes

No

If you have selected Yes, please provide more details here

Credit History

Have you had any defaults or adverse credit history in the past? *

Yes

No

Owner / Occupier

Are you a home owner? *

Yes

No

Acknowledgement

I acknowledge that establishing an SMSF requires signing the ATO’s Trustee Declaration and that doing so confirms my understanding of trustee duties and responsibilities. *

Agree

Additional Services | Important Information - Borrowing Options