Islamic SMSF Application

SMSF Name *

SMSF ABN *

Number of SMSF Members *

What is your trustee structure? *

First Name *

Last Name *

Email Address *

Phone Number *

Address *

I agree to the pre-qualification and privacy terms and conditions. *

Please provide details for each SMSF member. The number of member detail boxes below matches your selection.

Please provide income details for SMSF members for the pre-qualification assessment.

Total Member Contributions/Income ($/year) *

$

Other SMSF Income (optional)

Annual Amount ($)

$

Please provide SMSF expenses for the pre-qualification assessment.

Annual SMSF Expenses *

$

Please list current SMSF assets.

Asset Type

Asset Value ($)

$

Please provide current SMSF liabilities for the pre-qualification assessment.

Liability Type

Liability Amount ($)

$

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