Forms & Downloads

Please find a range of PDF forms below which we request be filled out for the relevant service you are after. The forms can be populated directly to the PDF and emailed back to us for prompt action.

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    Fund Establishment Application Form

    Use this form for new funds only. If you wish to transfer your existing SMSF to Novo Super, please complete the Existing SMSF Transfer Application Form.

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    Fund Restructure Application Form

    Use this form to appoint or remove individual or corporate trustees.

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    Existing SMSF Transfer Application Form

    Use this form for transferring existing funds only. If you wish to establish a new fund with Novo Super, please complete the Fund Establishment Application Form.

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    Pension Application Form

    Use this form if you would like to commence a pension from your Self Managed Superannuation Fund.