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Application for SMSF Administration
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Application for SMSF Administration
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Application for SMSF Administration
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Adviser Details

Application for SMSF Administration
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Adviser Details

Please enter your details as the adviser completing this application form

Getting Started

Application for SMSF Administration
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The information entered below for your review has been submitted by the member of your SMSF who first completed the application form. Please note that if you identify any errors with this information, you will need to contact that member directly, as only they are able to edit the application form. That member will then modify and re-submit the application for your review. This process ensures that all members have the opportunity to review and approve the finalised application form, ensuring all information is correct.
Please review the information on this page and click continue

Fund Details

Existing Fund Search

Enter your ABN then click on the Search button.

Existing Fund Details

Corporate Trustee Details

Application for SMSF Administration
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New Corporate Trustee Details

Please wait while we check the availability of this name...
Company Name Available!
Your preferred company name was verified as available.
Would you like Multiport to be the registered address for your corporate trustee?
Selecting "yes" means Multiport will provide you with a company maintenance service and your SMSF will incur an additional fee

Corporate Trustee Search

Please enter the ACN for your existing corporate trustee, then click on the Search ACN button.

Details for your existing corporate trustee

Member Details

Application for SMSF Administration
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Please complete the information on this page and click continue

Membership of your SMSF

Please enter the number of members in your SMSF
For more detail on our privacy policy, please visit privacy policy

Member

This member will be set as the primary contact for your SMSF. Please be mindful that all communications will be sent to this member
Please ensure all your details are entered correctly, these details will be used to electronically confirm your identity.

Trustee Responsibilities

Application for SMSF Administration
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involvement in the trust

Primary Contact for your SMSF

Authorised Representative

Additional Details

Application for SMSF Administration
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Beneficiary for

Current Administrator

Please provide details of the fund's current administrator to allow us to obtain the records and informaiton necessary to undertake the administration of your fund.

Authorised Person

Would you like to assign an Authorised Person?

Existing Investment Strategy

Does the fund have an investment strategy?
Do you want to use Multiport's Investment Strategy?

Risk Profile

Investment Strategy

Please complete the target percentage in the following asset allocation section and specify a rate of return over inflation.

Auditor

Would you like to use Multiport's choice of independent auditor?

We will arrange for your fund to be audited by our choice of independent auditor unless otherwise instructed by you

Auditor details

As you have elected to choose your own independent auditor, please complete the details below for your appointed auditor

Additional Features

Application for SMSF Administration
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Please review the information on this page and click continue

Selection of Additional Features for your SMSF

One-off Fees

Ongoing Fees

Fees

Summary of fees you are likely to incur based on features selected in this application form. Please note that additional fees will apply if you select additional features or if your SMSF falls outside the offer criteria.

One-off Fees

Total one off fee: $

Ongoing fees

Total annual fee: $

Linked Services

Application for SMSF Administration
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Linked Services for your SMSF

The offer criteria for SMSF Saver includes that when you become an SMSF Saver customer, we will establish the following accounts for your SMSF
Under the administration arrangements between you and us, we use the cash account options listed below as we have a nightly download facility with these organisations. If an existing SMSF is currently not using any of these accounts, it will be necessary to change the SMSF bank / cash account. To facilitate this change we will prepare an application together with a bank closure letter for your signing to close the existing account arrangements and open the new account.

We can also open additional linked services for your fund if you direct us to do so.

Macquarie Cash Management Account

Help for this section is provided
To remain within the SMSF Saver offer criteria, your Macquarie CMA must be used as the linked cash account for your SMSF
We need you to select either a Macquarie CMA or an AMP SuperEdge Cash Account as the linked cash account for your SMSF

AMP SuperEdge Cash Account

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We need you to select either a Macquarie CMA or an AMP SuperEdge Cash Account as the linked cash account for your SMSF

Existing Cash Account

Please note that if your existing cash account is not with the organisations listed, it will be necessary to change your SMSF's cash account as described above - please indicate whether you would like us to facilitate the opening of an account with either Macquarie or AMP by choosing the options above
Please note that your nominated account must be an Australian bank, building society or credit union account, not a credit card account

Australian Money Market Account

Help for this section is provided
To remain within the SMSF Saver offer criteria, any term deposits must be held through your SMSF’s Australian Money Market (AMM) account. AMM gives you access to a range of term deposits across many of the major institutions. You can compare rates and term lengths all in one place. AMM will alert you when your term deposit is nearing maturity so you can decide what you would like to do next.
As described above, we can open an Australian Money Market (AMM) account for your SMSF if you direct us to do so. AMM gives you access to a range of term deposits across many of the major institutions. You can compare rates and term lengths all in one place. AMM will alert you when your term deposit is nearing maturity so you can decide what you would like to do next.

Bell Desktop Broker Account

Help for this section is provided
To remain within the SMSF Saver offer criteria, any CHESS sponsored Australian Shares held by your SMSF can only be held or traded through your SMSF’s Desktop Broker account. By using Desktop Broker, you can trade online and access other services such as free broker research, charting, live ASX data and company reports.
As described above, we can open a Desktop Broker account for your SMSF if you direct us to do so. By using Desktop Broker, you can trade online and access other services such as free broker research, charting, live ASX data and company reports.

Confirmation

Application for SMSF Administration
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Your acknowledgments

By clicking the ‘Apply now’ button below, I agree to allow Multiport to contact each of the applicants by email to finalise the application process.

Identity documents for

Preferred Method

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Verify your identity

Please tick the consent to establish your identity online. Please note that we will also request you to provide certified copies of identification as part of the onboarding process.
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Identity Documents

Please provide as much identify information as you can to increase the potential for a successful verification.

Process Identity Documents

Identity Verified!
Your electronic identity check was successful.
Identity was not confirmed
Unfortunately, we were not able to confirm your identity using the information you've provided us. Please proceed with the application and we will get in contact to ask you a few more questions to verify your identity.

Manual Verification

Please ensure you familiarise yourself with the Manual Identity Verification Requirements.

Manual Identity Verification Requirements

Manual identity verification requires that you take your identity documents into a an Australia Post outlet to be verified by a postal worker. All account holders or signatories on accounts must provide their supporting identification documents. For information on manual identity requirements please view our online documentation.
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