Apply

Become an Authorised Representative of The SMSF Expert

Step 1:

Download and fill out the application form

If you would like to become an authorized representative of The SMSF Expert, first you'll need to download and fill out the forms below:

Corporate Application

Sub Authorised Representative Application

Step 2:

E-mail us your application along with your supporting documents

We'll need the following supporting documents in order to process your application:

  • Details of any existing or prior authorisations
  • Evidence of cross endorsement from your existing licensee (if required)
  • List of individuals appointed as “Sub-Authorised Representatives”
  • Individual applications for each “Sub-Authorised Representative”

E-mail your application and supporting documents to matthew@thesmsfexpert.com.au

Have a Question?

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