Set up a SMSF here
Please complete the below SMSF Online  Form to begin setting up your SMSF. One of our SMSF Specialist Advisors will be in contact shortly to discuss your SMSF set up requirements. Alternatively, call Mark Rogerson (a director at Rogerson Kenny SMSF Accountants and a SMSF Specialist Advisor) on 03 9802 2533 or email him by clicking here.

Your Name:
Email Address:
Telephone Number:
Would you like to set up a SMSF?  Yes   No
Do you have money to roll in from other super funds?  Yes   No
How many members will your SMSF have?   1 2  3  4
How much do you have in super?
What do you want your SMSF to invest in?  Shares
 Managed Funds
What will the age range of the members be?  Under 45
 45 to 55
 55 to 60
Are you considering / would you like to know more about
establishing a pension?
 Yes   No
Would you like a free initial consultation at our office?   Yes  No

Is there anything else you would like to tell us? Please add your Comments:

 Your information is kept strictly confidential.

If you are having difficulty with this form or would like to speak with a real person, please call Mark Rogerson on 03 9802 2533 or Email Mark.

For more information on what is involved in setting up a SMSF or how to set up a SMSF, please Click Here.

If you would like to go ahead and book an appointment (obligation and cost free initial consultation), please Book Here.
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