- New Self-Managed Superannuation Fund/Corporate Trustee Company
- Variation of Self-Managed Superannuation Fund
- Pension Establishment Application Account Based Pension/Complying Market-Linked -Pension
- Limited Recourse Borrowing – Bare Trust Request form
- Company Formation Request – to act as trustee of bare trust (if required) – Includes ASIC lodgement fee of $426