Client Details Form – SMSF

This form is suitable for clients who wish to transfer their Self-Managed Super Fund tax and / or accounting requirements to KF & Associates.

    What you need to complete this form:

  • The SMSF Tax File Number.
  • Australian Business Number.
  • Trustee or authorised personnel contact details: Phone number and email.
  • SMSF contact details: Address, Phone number and email.
  • Income information: Sales and investment income (if any).
  • Banking Details.
  • Trustee information: Name and ABN (if any).
  • Deed and deed variation. (if any)
  • Member’s details: Name, Address and Date of Birth.