Setup SMSF - Hatcher Advisory

Costs paid on submitting is $4,400 Including GST, Stamp Duty, ASIC Fees, SoA & Legal Fees for all states + the Annual Electronic Service Address (ESA) fee.

(This can be reimbursed by the SMSF on completion of the Setup). Please complete as much information as possible during this process. It takes about 25-30mins per member to complete and we recommend to have the appropriate info or documents available during this process. Please DON'T use a mobile device to complete the form. The form can be saved and continued at a later time.

ABOUT YOU
Tell us more about you and why you would like to set up an SMSF*

Please be as detailed as possible0/0
How many Members are you adding?*
If you are adding more than two members, please complete the form with two members and we will reach out to you.

MEMBER INFORMATION
Title*
Name*

First NameMiddle NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Include the area code if applicable and digits only
Email*
Date of Birth*

DayMonthYear
Date
Place of Birth (State & Suburb)*
Gender*
Marital Status*
Tax File Number*
Driver's Licence
Licence Expiry

DayMonthYear
Date
Please upload two forms of ID (front and back of drivers licence)*

Cancelof
Director ID (IF YOU DO NOT HAVE ONE, WE WILL EMAIL YOU INSTRUCTIONS ON HOW TO CREATE ONE)
Residency Status*
Residency
If Other
Employment Status*
Occupation
Job Title
Employer*
Salary or Earned Income*
Before tax/excluding super
Estimated Annual Living Expense*
Please include any repayments for mortgages, etc
Desired Retirement Income (in today's dollar)*
Do you foresee any substantial changes to your income in the next five years?*
Do you smoke?*
Health Status*
Private Health Cover*
Do have personal insurance(s)?*

YesNo

FINANCIAL ADVISER
Have you got a Financial Adviser?*
If you have a financial adviser, please provide us with the details
Note: Trading Mastery/Andrew Barnett or Hatcher Advisory are NOT an acceptable answer
Years to Retirement?*

MEMBER 2 INFORMATION
Title*
Name*

First NameMiddle NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Include the area code if applicable and digits only
Email*
Can't be the same email address as above!
Date of Birth*

DayMonthYear
Date
Place of Birth (State & Suburb)*
Gender*
Marital Status*
Tax File Number*
Driver's Licence
Licence Expiry

DayMonthYear
Date
Please upload two forms of ID (front and back of drivers licence)*

Cancelof
Director ID (IF YOU DO NOT HAVE ONE, WE WILL EMAIL YOU INSTRUCTIONS ON HOW TO CREATE ONE)
Residency Status*
Residency
If Other
Employment Status*
Occupation
Job Title
Employer*
Salary or Earned Income*
Before tax/excluding super
Estimated Annual Living Expense*
Please include any repayments for mortgages, etc
Desired Retirement Income (in today's dollar)*
Do you foresee any substantial changes to your income in the next five years?*
Do you smoke?*
Health Status*
Private Health Cover*
Do have personal insurance(s)?*

YesNo

FINANCIAL ADVISER MEMBER 2
Have you got a Financial Adviser?*
If you have a financial adviser, please provide us with the details
Note: Trading Mastery/Andrew Barnett or Hatcher Advisory are NOT an acceptable answer
Years to Retirement?*

	Name of Insurer	Held Inside or Outside of Super	Owner	Current Policy Payout Value ($)
Life Insurance
Trauma Insurance
TPD Insurance
Income Protection Insurance

	Name of Insurer	Held Inside or Outside of Super	Owner	Current Policy Payout Value ($)
Life Insurance
Trauma Insurance
TPD Insurance
Income Protection Insurance

Costs paid on submitting is $4,400 Including GST, Stamp Duty, ASIC Fees, SoA & Legal Fees for all states + the Annual Electronic Service Address (ESA) fee.