Live & Online Events

23, 24, 26, 27 & 28 April – live across Victoria at Ballarat, Horsham, Cobram, Wodonga and Wangaratta – time and venue details here

Please complete the below form. Need help filling out this form? Watch this video 

Also please note, we need a CERTIFIED copy of each applicant’s primary ID.
If you need to SAVE your draft form, click ‘save as draft and continue later’ at the bottom of the form

To avoid exceeding our upload limit, save your images as PDFs or low resolution JPGs. There is a max of 2MB of upload per form submission

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Due to ongoing technical issues, we have replaced our online form with this PDF order form. Please copy and paste the content of the form into your email and/or a wordprocessing document, complete it and return it by email to:

Download the fillable Word order form as applicable, click “enable editing,” complete and return it by email to

New SMSF Set Up Order Form – fillable Word doc