• Step 1
    Your contact details
  • Step 2
    Fund details
  • Step 3
    Member(s) details
  • Step 4
    Service selection and submission

You are about to apply to establish a Self-Managed Superannuation Fund with Rivkin Super. To assist in completing your application, please make sure you have made a decision on and have the following information handy:

For new funds

  • Please ensure you understand the differences between Individual and Corporate trustees and have selected one that is best for your circumstances.
  • The proposed name of your fund.
  • For yourself and any additional members you’d like, you need to provide:
    • Full name
    • Email and phone number
    • Residential address
    • Date of birth
    • City and Country of birth
    • Occupation
    • Personal Tax File Number (TFN)
    • Any beneficiaries to be nominated
    • The appropriate chairperson for trustee meetings.

For existing funds

  • Please ensure you have the details of your current fund handy, such as the name, ABN and your Trust Deed.
  • For yourself and any additional members currently in the fund, you need to provide:
    • Full name
    • Email and phone number
    • Residential address
    • Date of birth
    • City and Country of birth
    • Occupation
    • Personal Tax File Number (TFN)
    • Any beneficiaries to be nominated
    • The appropriate chairperson for trustee meetings.

Please select the type of SMSF you wish to apply to have administered by Rivkin Super:


Please enter your contact details so we can keep in touch with you during the approval process:

I am already a Rivkin client

Title

First name

Last name

Street address

Suburb

State

Postcode

Daytime phone

Your email address:

Worried everything you enter now is final? Worry no more: nothing you submit now is final until your application has been reviewed by Rivkin and discussed with you personally.

DISCLAIMER: Rivkin aims to provide clear and simple information to those visiting our website. If any part of this disclaimer does not make sense, please phone Rivkin and ask to speak with a member of our Dealing and Relationship Management Team. Rivkin provides general advice, securities and derivatives dealing services and accounting administration services. Rivkin does not provide advice that takes into account your, or anybody else's, investment objectives, financial situation or needs. We strongly suggest that you consult an independent, licenced financial advisor before acting upon any information contained on this website. Investing in and trading securities (such as shares listed on the ASX) and/or derivatives (such as Contracts for Difference or 'CFDs') carry financial risks. CFDs carry with them various additional risks that differ from more simple securities such as fully-paid company shares. Some of these risks include not owning the underlying instrument from which a price is being derived, settling trades 'over the counter' with a financial institution rather than on a stock exchange, and using leverage to gain access to trades that may have a higher face value than your initial deposit. This risk of leverage means that it is possible to lose more than your initial investment. Our aim is to create more life choices for our clients, which means improving the wealth of clients throughout many market cycles by nurturing a relationship spanning many years. If you are not comfortable with your understanding of the risks involved before using a Rivkin product and service, please contact our office to seek further information or a Product Disclosure Statement, or make an appointment to sit with one of our friendly financial experts. It is in our interest for your Rivkin experience to be a rewarding and comfortable one. Rivkin is a trading name of Rivkin Securities ABN 87123290602, which holds Australian Financial Services Licence No. 332 802.