Welcome to Sequoia Superannuation online application form for establishing your new Self Managed Superannuation Fund (SMSF).

Setting up a SMSF is relatively simple. Before starting you need to decide what establishment package you would like from us as well as Sequoia Superannuation ongoing service (Mini or Classic). You also need to know what type of trustee you would like for your SMSF (Individual or Corporate). If unsure please use the links below for more information.

Individual versus Corporate Trustee

Before staring the process you will need the following information at hand in order to complete the online process.

• The name you would like to call your new SMSF.
• The name, date of birth, place of birth, address details and tax file numbers of each member.
• If you are plan to use a corporate trustee, the name you would like to use when we register this company.
• Documents you can use to identify yourself including drivers license, Medicare cards and passports for each member. You won’t need all of these, just enough for us to establish your identity.
• Credit Card details for payment of the establishments (if applicable)

Here is the process to follow

1. Contact Sequoia Superannuation if you wish to discuss establishing a SMSF & or talk with your Financial Planner/Investment Adviser.
2. Select the Sequoia Superannuation service you require (Classic or Mini).
3. Download the relevant SMSF application form
4. Complete Application form & either post, scan & email or fax completed application form to us.
5. Sequoia Superannuation will process your application.
6. You will receive your new SMSF’s trust deed and other official documents for signing.
7. Sign & post back.
8. Sequoia Superannuation will apply for an Austalian Business Number (ABN) and Tax File Number (TFN) for your new SMSF.
9. We will assist you with establishing a bank account in the name of your SMSF.
10. Rollover your existing superannuation into your SMSF’s new bank account.
11. Assist you with providing the necessary documentation so your employer can pay your Superannuation into your SMSF.
12. Choose your Investments.
13. Your SMSF is up and running, other than investing the rest is left to Sequoia Superannuation.

If you have any questions or need help along the way we are here to help. Please phone 02 81142290 or email admin@sequoia.com.au