Entity Engagement Form
Complete the form below to register your Company, Business, Trust, or SMSF. Our team will guide you through the entire process. Please complete the below form correctly and submit.
Type of Entity *
*
Please Select
Please Select
Applicant 1
SMSF
Company
Trust
Partnership
Business
Please complete the first applicant details
First Name
*
Last Name
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Gender
*
Please Select
Male
Female
Other
TFN NUMBER
*
ABN Number
Date of Birth
*
-
Month
-
Day
Year
Date
Select your role or Position
Please Select
Director Company
Partner in partnership
Director Trustee
Company Shareholder
Secretary
Officeholder
Bank Account Details
BSB Number
*
Account Number
*
Full Address
Street Address
*
Suburb
*
State
*
Post Code
*
Upload your ID document (Passport, Photo ID, or Australian Driver Licence)
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Do you want to add more members or Shareholders to this entity?
*
No
Yes
How many additional members or shareholders do you want to add?
Back
Next
Please complete the Applicant 2 details
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Gender
*
Please Select
Male
Female
Other
TFN NUMBER
*
ABN Number
Date of Birth
*
-
Month
-
Day
Year
Date
Select Applicant 2 role or Position
Please Select
Director Company
Partner in partnership
Director Trustee
Company Shareholder
Secretary
Officeholder
Bank Account Details
BSB Number
*
Account Number
*
Full Address
Street Address
*
Suburb
*
State
*
Post Code
*
Upload your ID document (Passport, Photo ID, or Australian Driver Licence)
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Please complete the Applicant 3 details
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Gender
*
Please Select
Male
Female
Other
TFN NUMBER
*
ABN Number
Date of Birth
*
-
Month
-
Day
Year
Date
Select Applicant 3 role or Position
Please Select
Director Company
Partner in partnership
Director Trustee
Company Shareholder
Secretary
Officeholder
Bank Account Details
BSB Number
*
Account Number
*
Full Address
Street Address
*
Suburb
*
State
*
Post Code
*
Upload your ID document (Passport, Photo ID, or Australian Driver Licence)
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Please complete the Applicant 4 details
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Gender
*
Please Select
Male
Female
Other
TFN NUMBER
*
ABN Number
Date of Birth
*
-
Month
-
Day
Year
Date
Select Applicant 4 role or Position
Please Select
Director Company
Partner in partnership
Director Trustee
Company Shareholder
Secretary
Officeholder
Bank Account Details
BSB Number
*
Account Number
*
Full Address
Street Address
*
Suburb
*
State
*
Post Code
*
Upload your ID document (Passport, Photo ID, or Australian Driver Licence)
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Please complete the Applicant 5 details
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Gender
*
Please Select
Male
Female
Other
TFN NUMBER
*
ABN Number
Date of Birth
*
-
Month
-
Day
Year
Date
Select Applicant 5 role or Position
Please Select
Director Company
Partner in partnership
Director Trustee
Company Shareholder
Secretary
Officeholder
Bank Account Details
BSB Number
*
Account Number
*
Full Address
Street Address
*
Suburb
*
State
*
Post Code
*
Upload your ID document (Passport, Photo ID, or Australian Driver Licence)
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Please complete the Applicant 6 details
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Gender
*
Please Select
Male
Female
Other
TFN NUMBER
*
ABN Number
Date of Birth
*
-
Month
-
Day
Year
Date
Select Applicant 6 role or Position
Please Select
Director Company
Partner in partnership
Director Trustee
Company Shareholder
Secretary
Officeholder
Bank Account Details
BSB Number
*
Account Number
*
Full Address
Street Address
*
Suburb
*
State
*
Post Code
*
Upload your ID document (Passport, Photo ID, or Australian Driver Licence)
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Please complete the Applicant 7 details
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Gender
*
Please Select
Male
Female
Other
TFN NUMBER
*
ABN Number
Date of Birth
*
-
Month
-
Day
Year
Date
Select Applicant 7 role or Position
Please Select
Director Company
Partner in partnership
Director Trustee
Company Shareholder
Secretary
Officeholder
Bank Account Details
BSB Number
*
Account Number
*
Full Address
Street Address
*
Suburb
*
State
*
Post Code
*
Upload your ID document (Passport, Photo ID, or Australian Driver Licence)
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Submit
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