When you’re ready to join My Super Expert, please find the application forms, including forms for Ancillary Services in the list below. Please click on the form you need, print, complete and send it back to us on either of the contact details below. We will send you an email to confirm they have been received.
Send the completed forms by either:
- SCAN & EMAIL: info@mysuperexpert.com.au
- POST: My Super Expert, Level 9, 440 Collins Street, Melbourne VIC 3000
- FAX: (03) 8692 2756
Application Forms
CompanyTrustee application form
Fund Deed Application Form (coming soon)
Pension forms
Death Benefit
What to do on death of member checklist
Member Death Confirmation /Corporate Trustee (coming soon)
Annual Forms
FAQs
(coming soon)
Can I make a tax deductible contribution checklist?
What do I do on the death of a member?
How do I establish a pension?
SMSF contribution rules summary
Annual Pension Payment Procedure
ATO Rollover Funds to SMSF Form
