New SMSF Application

New SMSF Application
This application should take about 5 minutes to complete. Any queries just let us know via the Contact Us page and we will be happy to assist.
Before proceeding, please confirm that all members of the SMSF understand the following...1) New Brighton Capital may provide you with factual information about SMSFs and our services , but no information provided by New Brighton Capital is ever intended to imply any recommendation or opinion about a financial product; 2) New Brighton Capital does not offer financial advice except for ensuring compliance with the superannuation legislation and advice on the process of creating ,winding up or exiting an SMSF; 3) The team at New Brighton Capital is comprised of bookkeepers and accountants. It does not have financial advisors. New Brighton Capital does not hold an Australian Financial Services License (AFSL) and is not authorised under an AFSL. For this reason, we (New Brighton Capital, its employees and partners) cannot provide financial product advice except for the sole purpose of and only to the extent reasonably necessary for ensuring compliance with the superannuation legislation and advice on the process of creating, winding up, or exiting an SMSF. You should consider taking advice from the holder of an Australian Financial Services Licence before making a decision on a financial product.*

Yes
Please confirm all members understand they are to enter their full legal name, including middle names.*

Yes
Please confirm all members have read and understand the Pricing and NEED TO KNOW pages.*

Yes
Please confirm all members have read and understand the Fund Residency Conditions as provided by the ATO. (https://www.ato.gov.au/Super/Self-managed-super-funds/Setting-up/Check-your-fund-is-an-Australian-super-fund/#Fundresidencyconditions)*

Yes
Please confirm all members understand that under no circumstances are you permitted to use SMSF funds for personal use.*

Yes
Please confirm all members understand that under no circumstances you allowed to leverage trade or margin trade with SMSF funds.*

Yes
Please confirm all members understand that if you fund any SMSF accounts before July 1st 2022, then a full tax return and audit is required for financial year 2021-2022 at a cost of $1800 (for single member funds). Alternatively, you can establish the SMSF now and wait until after July 1st 2022 to add money to the SMSF accounts. In this case there will be no accounting fees for 2021-2022.*

Yes
Fund Details
When do you wish to establish the SMSF*

Establish immediately and add funds this financial year (2021-2022 tax return required)Establish immediately and add funds next financial year (2021-2022 tax return not required)Establish July 1
Desired name for your SMSF*
(normally something like J Smith Family Super Fund)
Please do not use the words "The", "Trust", "Trustee" or refer to cryptocurrency in the fund name.
The SMSF name must NOT include "PTY LTD" or "PTY" or "LTD"
Note: If you have a common name, consider using your initials or a more unique fund name as ATO approval can take longer if there are many SMSFs already registered under a similar name. Also please ensure your desired fund name is not similar to the name of an existing retail fund's name (like CBUS, IOOF or AMP).
Desired company name*
(normally something like Smith Family Super Pty Ltd)
Do not use the words "The", "Trust", "Trustee" or refer to cryptocurrency in the company name.
The company name must end in "Pty Ltd".
Your company name must be unique. Please check the availability of the company name on ASIC's website here.

If your desired company or fund name is unavailable or does not meet New Brighton Capital's, ASIC's or the ATO's requirements and or conventions, we will choose one that is either similar or relates to the names of the fund members.
Fund and company address (cannot be a P.O. Box, must be a physical address)*

Street Address

Street Address Line 2

SuburbState

Post code
How many members in the fund?*

1234
Member 1 details
Member 1 name.*

TitleFirst NameMiddle NameLast Name
Member 1 residential address

Same as the fund addressDifferent to the fund address
Member 1 residential address. (No PO Box permitted)*

Street Address

Street Address Line 2

SuburbState

Post codeCountry
Member 1 contact phone number.*
Member 1 email address.*
must be different to other member's email address
Member 1 date of birth.*

DayMonthYear
Date
Member 1 place of birth*

TownStateCountry
Member 1 tax file number*
Member 1 beneficiaries

Your beneficiaries will receive your super in the event of your death. This is optional and you can change the details at any time in the future. Total must add up to 100%.
Beneficiary 1

Full nameRelationship%
Beneficiary 2

Full nameRelationship%
Beneficiary 3

Full nameRelationship%
Beneficiary 4

Full nameRelationship%
Member 2 details
Member 2 name.*

TitleFirst NameMiddle NameLast Name
Member 2 residential address*

Same as the member 1 addressDifferent to the member 1 address
Member 2 residential address (No PO Box permitted)*

Street Address

Street Address Line 2

SuburbState

Post codeCountry
Member 2 contact phone number.*
Member 2 email address.*
must be different to other member's email address
Email must be different for each member.
Member 2 date of birth.*

DayMonthYear
Date
Member 2 place of birth*

TownStateCountry
Member 2 tax file number*
Member 2 beneficiaries
Beneficiary 1

Full nameRelationship%
Beneficiary 2

Full nameRelationship%
Beneficiary 3

Full nameRelationship%
Beneficiary 4

Full nameRelationship%
Member 3 details
Member 3 name.*

TitleFirst NameMiddle NameLast Name
Member 3 residential address*

Same as the member 1 addressDifferent to the member 1 address
Member 3 residential address (No PO Box permitted)*

Street Address

Street Address Line 2

SuburbState

Post codeCountry
Member 3 contact phone number.*
Member 3 email address.*
must be different to other member's email address
Email must be different for each member.
Member 3 date of birth.*

DayMonthYear
Date
Member 3 place of birth*

TownStateCountry
Member 3 tax file number*
Member 3 beneficiaries
Beneficiary 1

Full nameRelationship%
Beneficiary 2

Full nameRelationship%
Beneficiary 3

Full nameRelationship%
Beneficiary 4

Full nameRelationship%
Member 4 details
Member 4 name.*

TitleFirst NameMiddle NameLast Name
Member 4 residential address*

Same as the member 1 addressDifferent to the member 1 address
Member 4 residential address (No PO Box permitted)*

Street Address

Street Address Line 2

SuburbState

Post codeCountry
Member 4 contact phone number.*
Member 4 email.*
must be different to other member's email address
Email must be different for each member.
Member 4 date of birth.*

DayMonthYear
Date
Member 4 place of birth*

TownStateCountry
Member 4 tax file number*
Member 4 beneficiaries
Beneficiary 1

Full nameRelationship%
Beneficiary 2

Full nameRelationship%
Beneficiary 3

Full nameRelationship%
Beneficiary 4

Full nameRelationship%
Witness details

The witness must be over 18 and NOT BE A MEMBER OR BENEFICIARY. The witness's role begins and ends with witnessing the signing / e-signing of the documents.
Witness name.*

TitleFirst NameLast Name
Witness email address.*
(must be different from all member address)
Witness email must be different from member email addresses.
How Did You Hear About Us?
How did you find out about us?*

Friends and FamilyGoogleYouTubeTwitterAustralian Crypto ConventionOther
Referral code (optional)
(limit 1 referral code per fund)
Referral code: Client Email:
If the email you entered is a current client of New Brighton Capital, as a FRIEND & FAMILY DISCOUNT you will receive a $300 credit off accounting fees.
Referral code result: Nugget

FREE $150 Credit
Referral code result: ACC2023

FREE $300 Credit off accounting fees
Referral code result: CollectiveShift

FREE $250 Credit off accounting fees
Referral code result: EXPERT

FREE $150 Credit
Referral code result: DWG (Digital Wealth Group)

FREE $150 credit off monthly accounting fees
Referral code result: CoinSafe.

(If Trezor T is out of stock, which happens from time to time, we will notify you and provide you with $300 credit off accounting fees.)

1 FREE Trezor T
Referral code result: PIZZINO

$150 FREE CREDIT
Referral code result: Nugget

FREE $150 CREDIT.
Referral code result: CA100

$150 CREDIT OFF MONTHLY FEES

crypto smsf
Referral code result: Nugget Exclusive

$150 CREDIT OFF MONTHLY FEES
Referral code result: bitcoin.com.au

$150 CREDIT OFF MONTHLY FEES
Referral code result: CTA2020

1 month payment holiday ($150) courtesy of Crypto Tax Australia
Referral code result: PSA

1 MONTH FEE HOLIDAY - (valued at $150)
Referral code result: Swyftx

FREE $300 credit off accounting fees with New Brighton Capital
Referral code result: CoinSpot

FREE $300 credit off accounting fees with New Brighton Capital
CoinSpot Account*

I/we give New Brighton Capital permission to open a CoinSpot SMSF account on our behalf to qualify for a $300 CoinSpot credit.
Free Insurance Quote
Would you like a consultant to provide you with a quote for insurances that can be paid for by the SMSF (including life insurance, TPD and income protection)?

Yes pleaseNo thanks
Disclaimers
ASIC and ABR Declaration

By paying the establishment fee, I / We the above listed office bearers, of the yet to be created company (named above) to the best of our knowledge declare that the information provided to New Brighton Capital Pty Ltd and partners is True and Correct. By paying the establishment fee, I / we request, instruct and authorise on payment of the above fees to New Brighton Capital Pty Ltd and partners to apply to ASIC in the prescribed form (Form 201) to create the above named company on the basis of the above information on this page. I / We understand that New Brighton Capital Pty Ltd and partners will be lodging this application under ASIC's Electronic Lodgement Protocol and pre filling Form 201 for electronic Lodgement with ASIC.

All Director(s), Shareholder(s), Company Secretary and Public Officer authorise New Brighton Capital Pty Ltd and partners to lodge this form once they receive the necessary written & signed consents and agreements referred to in the application from (Form 201) for each person listed above, including consent to act as a Director and Consent to act as a Secretary. All necessary written & signed consents and agreements referred to in the application from (Form 201) will be sent to all shareholders / members for signing through the New Brighton Capital Portal.

The state jurisdiction laws that apply to the trust deed will be state of the SMSF address unless advised otherwise. The state of registration of the company will be the state of the company address unless advised otherwise. The minutes meeting to establish the fund will be assumed to have taken place at the fund address, at a time one hour before payment of the establishment fee, unless advised otherwise. The company chairman, secretary and public officer will be noted as Member 1 as per this form unless advised otherwise. The trustees agree to permit New Brighton Capital Pty Ltd to receive and open mail addressed to the proposed fund for the strict purpose of administering the proposed fund.

All the persons associated to this SMSF agree that: We, (New Brighton Capital Pty Ltd and partners) will be sending your information to the ATO. They are authorised by taxation laws, including the Income Tax Assessment Act 1936, A New Tax System (Australian Business Number) Act 1999, A New Tax System (Goods and Services Tax) Act 1999 and the Taxation Administration Act 1953 to collect the information requested on this form. ATO need this information to help them administer these Acts and to help them to maintain the details relating to you that are recorded in the Australian Business Register (ABR) and other ATO systems. Where authorised by taxation laws to do so, ATO may give this information to other Commonwealth, State, Territory and local government agencies. Selected ABR information is available to the public. Penalties may be imposed for giving false or misleading information.

Election to be Complying Fund

I / We the director(s) or Secretary of the corporate trustee of the above named fund elect that the Superannuation Industry (Supervision) Act 1993 is to apply in relation to the superannuation fund, and understand that the election is irrevocable. Self-managed superannuation funds are required to answer the following questions when electing to be a complying fund. These questions must be answered on behalf of all individual trustees, a body corporate trustee and responsible officers of the body corporate trustee. We have answered them as below. By paying the establishment fee, you agree that the following 7 statements are correct.

1. The ATO Regulated Self Managed Superannuation Fund does intend to be a self managed superannuation fund for 12 months or longer.

2. The company knows or has reasonable grounds to suspect that all persons who are, or who are acting as, responsible officers of the body corporate are not disqualified persons. If a responsible officer is a disqualified person your SMSF application will be denied. Please see eligibility criteria here to confirm as New Brighton Capital will not offer a refund if the application is unsuccessful.

3. A receiver, or a receiver and manager, of the company has not been appointed.

4. The company has not been placed under official management.

5. A provisional liquidator of the company has not been appointed.

6. The company is not being wound up.

7. If the registered company address is not occupied by the company, the occupier has consented in writing that the company can use the address as the registered address and has not withdrawn that consent.

Declarations

By paying the establishment fee, I declare that to the best of my knowledge, the information supplied in this application, provided above, is True and Correct and:

· I hereby authorise New Brighton Capital Pty Ltd and partners to set up a Self Managed Superannuation Fund Trust Deed for the above-named trustees;

· All Trustees/Directors understand that New Brighton Capital does not offer financial advice and that no information presented by New Brighton Capital is intended to imply any recommendation or opinion about a financial product.

· All Trustees/Directors understand that if a provider/exchange is listed as a supported provider this in no way is a recommendation or endorsement by New Brighton Capital of the provider or the assets available on the supported provider’s platform.

· All Trustees/Directors confirm that they understand their obligations and the penalties for non-compliance.

· All Trustees/Directors know how to stay informed and up to date regarding understanding their obligations and the penalties for non-compliance while running an SMSF.

· All Trustees/Directors also understand that if they fail to carry out their obligations or become non-compliant that New Brighton Capital cannot provide advice on rectifying the breach and that the members/trustees will need to obtain their own independent financial advice to address the issue.

· All Trustees/Directors are aware that an ATO declaration must be signed within 21 days of commencing their duties (this will be included in your establishment documents);

· I am authorised to complete and lodge this form on behalf of the Trustees with New Brighton Capital Pty Ltd and partners, Australian Tax Office and Australian Business Register.

· All members/trustees are currently in Australia and members acknowledge that the proposed fund satisfies the ATO residency rules.

· All members/trustees confirm that all details provided on this form are correct and accurate and understand that if changes need to be made to the ATO or ASIC due to an error on this form that charges may apply.

· All members/trustees confirm that they have read and understood the "Electronic Record and Signature Disclosure" and consent to use electronic records and signatures.
Payment

The establishment fee is paid back to you from your superannuation once you receive your rollover into your new SMSF bank account (this normally takes about 2-4 weeks).