Declaration

I agree that no principal or any staff member of My Digi Tax Pty Ltd has:

  • Provided any financial product advice, recommended, or made a statement of opinion with the intention of influencing me, or performed any act which can be regarded as intending to have such an influence, to set up a self-managed superannuation fund.
  • Provided any financial advice except in the circumstances mentioned in Section 766A(2)(b) of the Corporations Act 2001, which outlines when our principals or staff members are considered to provide a financial service as an "Eligible Service" defined in Corporations Regulations 7.1.29. These circumstances are when we provide financial advice (eligible service) during the course of conducting what we are allowed to do (exempt service), it is reasonably necessary to provide financial advice, and this advice is provided as an integral part of our normal accounting functions.
  • Provided any financial service as described in Sections 766B to 766E of the Corporations Act 2001, and I have had sufficient opportunities to review these sections of the Act.
  • Provided any specific advice on any asset risk policy or specific insurance for any asset of the fund, life insurance policy, or the value of insurance required for any member of the self-managed super fund.
  • Provided any advice regarding the transfer of any asset, rollover of any existing superannuation interests in the Super Fund, what asset or how much money should be contributed to the Super Fund, or any investment strategy of your Super Fund.
  • Provided any advice on who should be members and trustees of the Super Fund or who should be beneficiaries of any death benefit of any member of the Super Fund.
  • Provided any financial advice on any financial product other than the taxation implications of any financial product. This includes the establishment, operation, structuring, or valuation of a superannuation fund, except for advice that is given solely and only to the extent reasonably necessary for ensuring compliance by you with the SIS Act (other than paragraph 52(2)(f)) and the SIS Regulations (other than regulation 4.09).
  • Provided any advice:
    • Relating to the acquisition or disposal by your superannuation fund of any specific financial products or classes of financial products;
    • Recommending that you acquire or dispose of any superannuation product;
    • Recommending modifications to an investment strategy or contribution level in relation to a person's existing holding in a superannuation product.
  • Provided any comparison between your existing superannuation interest with the Super Fund or any other superannuation product or any investment within your Super Fund.
  • Provided any retirement planning or estate planning advice, whether within or outside of the superannuation space or within the ambit of your Super Fund.

I have taken advice from a financial advisor who holds an Australian Financial Services Licence (AFSL) and/or conducted my own research in making the decision to set up a Self-Managed Superannuation Fund.

I understand that once I set up my own Self-Managed Superannuation Fund, I, as trustee, will be responsible for my superannuation fund. I have read all my administrative functions and duties as a trustee and all investment restrictions as detailed in the ATO trustee declaration form.

By clicking the button below "I ACCEPT, SETUP SMSF NOW" and providing the personal information of all members of the proposed DIY Super Fund on the online form, I am instructing My Digi Tax Pty Ltd and their principals and staff to perform the administrative task of establishing a Self-Managed Superannuation Fund as defined in Section 17A of the SIS Act for me.