Let’s Get Started

Before we proceed, please familiarise yourself with the Financial Services Guide, Terms and Conditions and Direct Debit Agreement.

Please feel free to contact us on 1300 032 020 if you have any questions whilst completing our Engagement Form.

Please ensure you have each person’s tax file number before you start filling in this form. It is important that you provide accurate information on this application as any changes made after submission will incur a fee.

Trustee Structure and Details

Please note your company name must be unique and operate across all states. We suggest you ensure your suggested name is available by clicking here and selecting “Check business name availability”.

The following information is required to verify your identity.

This person must be an Australian Resident for tax purposes, must not be undischarged, bankrupt or have any criminal or civil orders or disqualified by the ATO.

This person must be an Australian Resident for tax purposes, must not be undischarged, bankrupt or have any criminal or civil orders or disqualified by the ATO.

This person must be an Australian Resident for tax purposes, must not be undischarged, bankrupt or have any criminal or civil orders or disqualified by the ATO.

This person must be an Australian Resident for tax purposes, must not be undischarged, bankrupt or have any criminal or civil orders or disqualified by the ATO.

It is important that you provide accurate information on this application as any changes made after submission of this form will incur a fee.

Please make the payment to the following account:

Account Name: SuperGuardian Pty Ltd
Bank: National Australia Bank
BSB: 085-458
Account Number: 794523611

IMPORTANT: Please note that your application will only be processed once the payment has been received. Please send us a proof of your payment at support@belldirectsmsf.com.au.