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CHECKLIST
TFN
Everyone will need to have their TFN (Tax File Number) ready to complete the above form.
TAX RETURNS
All past tax returns will need to be completed prior to the SMSF setup, otherwise it will cause delays in the process.
DIRECTORS ID
A Directors ID is needed when an individual SMSF is being setup and needed prior to setup being complete.
ESA
An ESA (Electronic Service Address) is needed for all SMSF's this can be completed once we have setup the SMSF prior to rollover. Only one ESA per SMSF.
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