SMSF and Bare trust Setup - Clearline leads

About You
Please ensure all information is accurate and fully reviewed before submitting the form. Correcting typographical errors - such as an incorrect date of birth or a misspelled name - with ASIC is highly time-consuming.
Name

First NameLast Name
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Territory

Postal Code
Phone Number

Area CodePhone Number
Contact at Clearline
SMSF Member Information
How many Members/Directors/Shareholders are you adding?
- Title Member 1
- Name Member 1
  
  First NameMiddle NameLast Name
- Email Member 1
- Phone Number Member 1
  
  Area CodePhone Number
- Address Member 1
  
  Street Address
  
  Street Address Line 2
  
  CityState / Territory
  
  Postal Code
- Tax File Number Member 1
- Date of birth Member 1
  
  DayMonthYear
  2 digit day, 2 digit month, 4 digit year
- Place of birth Member 1
  Including state/country & suburb/city
- Gender Member 1
- Driver's License or passport Member 1
  
  Front & back of the ID
  Cancelof
- Director ID Member 1
  If you do not have one, please apply online here: https://www.abrs.gov.au/director-identification-number/apply-director-identification-number
- Has shareholder 1 consented to be a member of the company?
- Title Member 2
- Name Member 2
  
  First NameMiddle NameLast Name
- Email Member 2
  Can't be the same email address as member 1
- Phone Number Member 2
  
  Area CodePhone Number
- Address Member 2
  
  Street Address
  
  Street Address Line 2
  
  CityState / Territory
  
  Postal Code
- Tax File Number Member 2
- Date of birth Member 2
  
  DayMonthYear
  2 digit day, 2 digit month, 4 digit year
- Place of birth Member 2
  Including state/country & suburb/city
- Gender Member 2
- Driver's License or passport Member 2
  
  Front & back of the ID
  Cancelof
- Director ID Member 2
  If you do not have one, please apply online here: https://www.abrs.gov.au/director-identification-number/apply-director-identification-number
- Has shareholder 2 consented to be a member of the company?
- Proposed Name # 1 (E.g. ABC Superfund)
  What would you like to call your Corporate Trustee & SMSF? It will include "Superfund Pty Ltd" & "Superfund" by default
- Proposed Name # 2 (E.g. DEF Superfund)
  If the first one isn't available
- Registered & Principal Address (hardcopy documents will be posted here)
  
  Street Address
  
  Street Address Line 2
  
  CityState / Territory
  
  Postal Code
- Different Postal Address
- Post Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Territory
  
  Postal Code
- Who would you like to nominate as your SMSF Accountant?
- Would you like us to set up a bare trust and its trustee?
- Purchased property address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- FYI: What is the net tax saving when you claim tax deduction on your personal contributions?
  
  Tax Benefit = (Your marginal tax rate - 15%) x Personal Contribution Amount
- Member 1 rollover details
- Member 1 - Your current superfund full name (e.g., Hostplus Personal, Australian Super Personal)
- Member 1 - Your superfund account number
- Member 1 - Have you made personal contributions to your superfund other than the employer contributions?
- Member 1 - Do you intend to claim the tax deduction on your personal contributions?
- Member 1 - How much would you like to roll over to your SMSF?
  
  A specific amount (please enter the rollover amount)
- Member 1 - What is your annual insurance premium? (if you're unsure, you can get this information from your superfund)
- FYI: What is the net tax saving when you claim tax deduction on your personal contributions?
  
  Tax Benefit = (Your marginal tax rate - 15%) x Personal Contribution Amount
- Member 2 rollover details
- Member 2 - Your current superfund full name (e.g., Hostplus Personal, Australian Super Personal)
- Member 2 - Your superfund account number
- Member 2 - Have you made personal contributions to your superfund other than the employer contributions?
- Member 2 - Do you intend to claim the tax deduction on your personal contributions?
- Member 2 - How much would you like to roll over to your SMSF?
  
  A specific amount (please enter the rollover amount)
- Member 2 - What is your annual insurance premium? (if you're unsure, you can get this information from your superfund)
- Would you like to seek assistance from Hatcher with your individual tax returns?
- Please verify that you are human
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About You

SMSF Member Information