07/12/2018

Order Form

Contact Details

Fund Details
Enter the year for which accounts are to be prepared
Standard Fund Fund with investments including cash and term deposits , Australian shares plus certain managed Funds & wrap accounts where software (BGL360) data feeds are available.
Complex fund: Fund with investments including any of the above plus foreign investments, unlisted trusts, derivatives, direct property, collectables etc plus managed funds and wraps where software data feed isnt available.
If the selection doesn't match the fund we will contact you to confirm -
We can use your Class or BGL360 licence or, for an additional fee, we can provide access to BGL360 on Supernova licence
If assets are unsegregated and fund contains both pension and accumulation accounts
If you wish Supernova to arrange the Lodgement of Annual Tax Return
Online Residential Property Valuation

NOTES

New First year fund - is a brand new fund in first year of operation

Transition Existing Fund - Select if you have an existing fund that Supernova is administering for the first time

Renewal Fund Order - Select if Supernova administered the fund last year

Standard fund investments includes cash, Australian shares, managed Funds & wrap accounts supported by BGL360 feeds and term deposits only

Complex fund includes any of above plus unsupported managed funds and wraps, foreign investments, unlisted trusts, derivatives, direct property, collectables etc

Fund History fee - a one off fee if the fund history needs to be manually created on our system (no data export file - eg BGL Simple fund - can be provided

Agreement
.............................

Please select agree or disagree at the bottom of the authorisation :

• I/We hereby declare that the above information is true and correct at the time of completing this application form.

• I/We acknowledge and agree that Supernova Consulting Pty Ltd is appointed as the administrator of this SMSF as at the date of this application form.

• I/We agree I have received, read and understood the schedule of Supernova Consulting SMSF fees agree to the pricing schedule provided and consent to the payment terms and conditions.

• I/We agree that Supernova Consulting Pty Ltd may collect, use and store my/our personal information for the purpose of processing my/our Application and to provide ongoing services. This complies with the relevant laws as well as in accordance with Supernova Consulting Privacy Policy, a copy of which can be provided on my/our request. Such information may include but is not limited to: Tax File Numbers (TFNs), Bank Account details, Drivers’ Licence and Passport information. I/We also understand that I/we can request in writing this personal information that Supernova Consulting Pty Ltd holds on me/us.