Client Engagement Form

Please note that your information is saved in our systems as you enter it.

1Terms & Conditions

2Sign Up

3Primary Contact

4Trustee Structure

5Trustee Details

6Upload Document

7Declaration & Consent

Thank you for choosing Xpress Super as your SMSF Administrator. Before we proceed, please read our Financial Services Guide, Terms and Conditions, Privacy Policy and Direct Debit Agreement.

For more information on the implications of having a self-managed super fund (SMSF), please review before you start an SMSF on the ATO website.
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- I acknowledge that I have read Xpress Super’s Financial Service Guide and that by accessing the Financial Services Guide through this link, I consent to receiving the Financial Services Guide online.
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- I acknowledge that I have read and agree to the Terms and Conditions
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- I acknowledge that I have read and agree to the Privacy Policy
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- I acknowledge that I have read and agree to Xpress Super’s Direct Debit Agreement
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- I acknowledge and understand that I cannot access my super for personal benefits, before meeting a condition of release. I also acknowledge that Xpress Super will report any possible breaches to the Australian Taxation Office.
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- I acknowledge that Xpress Super will conduct the relevant Anti-Money Laundering (AML) checks.
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- I acknowledge that Xpress Super is an execution-only service and does not provide advice that is specific to my personal circumstances. I have obtained or confirm that I do not require financial advice with respect to the services that I will engage Xpress Super to execute or perform.
Please feel free to contact us on 1300 216 890 if you have any questions whilst completing our engagement form.

Declaration and Consent
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- I/ We hereby declare that all information entered in this online engagement form is true and correct. Should there be an error on the application form which results in documentation needing to be redone, additional fees may apply and the trustees will be liable for those fees.
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- I/ We agree to provide all information required by Xpress Super to ensure the efficiency of ongoing reporting.
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- I/We understand that Xpress Super offering is limited to the service providers embedded in the platform and additional fees may apply should we invest outside of the platform.
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- I/We understand we are not legally able to access our super before satisfying a condition of release.
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- In the case of an existing fund, I/We authorise Xpress Super to contact the prior Administrator and/or Accountant to obtain the necessary records and information to enable Xpress Super to undertake the administration of the fund.
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- Please note: Submitting an application to have your SMSF serviced by Xpress Super constitutes engagement of our services. Should you have a change of mind or decide not to proceed or have the ATO deny your application, a cancellation fee will apply.
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- I understand that by facilitating the setup of the SMSF, Xpress Super is merely giving effect to my instructions and not giving any recommendation or statement of opinion that the setup of the SMSF is appropriate for me. Xpress Super has referred me to external publications published by the Australian Taxation Office addressing the implications of SMSFs.
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- I understand that:
• I will need to dedicate more time to manage a SMSF and understand the legal requirements associated with managing a SMSF;
• All SMSF trustees, whether as individuals or directors of a corporate trustee, must understand their duties and responsibilities;
• The SMSF trustee is responsible to establish an Investment Strategy and should undertake an annual review of the strategy. I understand that there are some restrictions on SMSF investments and that certain transactions are prohibited;
• SMSFs are not subject to the same government protections that are available in APRA regulated superannuation funds. This means that in the event of theft or fraud the SMSF does not have access to statutory compensation;
• The SMSF does not have access to the Superannuation Complaints Tribunal in the case of a dispute;
• There are strict rules with harsh penalties (including financial penalties and jail terms) that apply to the types of assets that can be acquired, how contributions can be made and when benefits can be paid to members;
• With a SMSF, the trustee (or the directors of its corporate trustee) is responsible for compliance with those rules. This includes responsibility for amendments of trust deeds resulting from legislative change, minutes of trustee decisions and ensuring that the fund structure, strategies and investments comply with both the trust deed and legislation. I understand that if I outsource compliance with some obligations, the trustees remain responsible.

Client Engagement Form

Account Setup

Establish a New SMSF

Transfer an Existing SMSF

Bank Details

Account 2

Account 3

Account 4

Primary Contact

Trustee Structure

Company Trustee Details

Director 1

Director 2

Director 3

Director 4

Director 5

Director 6

Individual Trustee Details

Trustee 1

Trustee 2

Trustee 3

Trustee 4

Trustee 5

Trustee 6

Declaration and Consent