Udo SMSF
Your SMSF. Our expertise.

New SMSF Application

Complete the form below to begin your Self-Managed Super Fund establishment. Our team will review your application and be in touch within one business day.

1
Fund Setup
2
Members
3
Rollovers
4
Setup
5
Declaration
1
Application Type
Please select an application type.
2
Fund Name
Must include "Superannuation Fund" or "Super Fund". We will confirm availability with the ATO.
Please enter a preferred fund name.
In case your first choice is unavailable.
3
Trustee Structure
Please select a trustee type.
Please select the number of members.
4
Referral (Optional)
Rollovers: Tell us about the existing super funds you'd like to roll over into your new SMSF. You can add multiple funds. Tick the box below if you have no existing super to roll over.
No Rollover
1
Platforms & Accounts
Which platforms, brokers, exchanges, or bank accounts do you expect the SMSF to use? We ask this so we can set up the right administration, accounting, record-keeping, and service workflow. Udo SMSF does not provide personal financial advice or recommend whether you should establish an SMSF, consolidate super, contribute, commence a pension, or invest in any particular asset.
2
Asset Types
Please select at least one asset class.
3
Insurance
Please make a selection.
Insurance inside an SMSF — Unlike industry funds, insurance is not automatically provided in an SMSF. Trustees must actively arrange life and TPD cover if required. This is an important consideration, particularly if you are rolling over from a fund that currently holds your insurance. Udo can connect you with trusted insurance partners who specialise in SMSF insurance and will review your existing coverage to ensure you're not left with a gap.
4
Additional Notes
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Declaration & Consent

Before submitting your application, please read and confirm the following declarations. All applicants must agree to proceed.

💳 Fee Summary & Acknowledgement

Please review and acknowledge the fee structure before proceeding. These amounts are based on your application type.

ASIC Corporate Trustee Registration Fee $611
This is a government fee charged by ASIC to register the corporate trustee company. It is paid personally by you upfront at the time of fund activation. Udo will fully reimburse this amount to you upon completion of your rollover(s) into the fund. It is not a service fee — it is a direct pass-through of the ASIC charge.
SMSF Establishment Fee $1,529 excl. GST
A one-time fee covering the full SMSF establishment process — trust deed, corporate trustee registration, ATO registration, TFN/ABN application, member setup, and bank account establishment. Invoiced upon fund establishment.
Annual Administration Service $175/mo
Ongoing SMSF administration, compliance, annual return preparation, and audit coordination. Billed monthly via GoCardless direct debit for accessibility and cash flow. The annual service value is $2,100 inc. GST.
Late-Year Administration (if fund becomes active before 30 June) From $175
If your fund becomes active before 30 June, a minimum current-year administration fee may apply. This covers financial statements, audit coordination, client support, and SMSF annual return preparation for the current financial year. Our team will confirm the exact amount with you before any additional amount is collected.
I confirm that all information provided in this application is true, correct, and complete to the best of my knowledge. I understand that providing false or misleading information may affect the establishment of my SMSF.
I understand that Udo Super Services Pty Ltd (ABN 25 609 900 745) will act as my SMSF administrator and registered tax agent. I authorise Udo SMSF to interact with the ATO and ABR on my behalf to establish and administer my fund.
I acknowledge that I have read and agree to Udo SMSF's Terms of Engagement and Privacy Policy. I consent to Udo SMSF collecting, storing, and using my personal information for the purpose of establishing and administering my SMSF.
I understand that as a trustee of an SMSF, I have legal responsibilities under the Superannuation Industry (Supervision) Act 1993 (SIS Act). I commit to acting in accordance with those obligations, and understand that Udo SMSF will provide guidance but is not a financial adviser.
I authorise Udo SMSF to request a $611 ASIC fee reimbursement upon fund activation, as outlined in the engagement terms. This covers the ASIC registration fee for the corporate trustee company (where applicable).
Please read and agree to all declarations before submitting.
By typing your name, you confirm your electronic signature on behalf of all applicants listed in this form.
Please enter your full name as your electronic signature.
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How Did You Hear About Us?
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Application Submitted!

Thank you for applying to establish your SMSF with Udo. Our team will review your application and be in touch within one business day at the email address you provided.

Reference: UDO-XXXXXX

Questions? Contact us at clientcare@udosmsf.com or call 0489 080 543.