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Client Identity

Personal Details

First Name*

Middle Name

Surname*

Email*

Mobile Number*

Residential Address*

Australian State*

Marital Status*

Date of Birth*

Place of Birth (City / Country)*

Postal Address (if different)

Australian citizen or permanent resident?*

Yes

Are assets intended to be jointly held?*

Yes

Existing Structures

No existing structure

No existing structures

Proposed Entity Name

ACN / ABN (if applicable)

Trustee Type (Individual / Corporate)

Individual Trustee

Corporate Trustee

Do you have a DIN?

Yes

required for all company directors

DIN number*

We require this to verify your director identification number.

Not applied for director id

I have not yet applied for a DIN

Apply to DIN here

Company

Entity Name

ACN / ABN (if applicable)

Trustee Type (Individual / Corporate)

Individual Trustee

Corporate Trustee

Entity Name

ACN / ABN (if applicable)

Do you have a DIN?

Yes

required for all company directors

DIN number*

We require this to verify your director identification number.

Not applied for director id

I have not yet applied for a DIN

Apply to DIN here

Family

Family Trust

Entity Name

ACN / ABN (if applicable)

Trustee Type (Individual / Corporate)

Individual Trustee

Corporate Trustee

Entity name

ACN/ABN (if applicable)

Do you have a DIN?

Yes

required for all company directors

DIN number

We require this to verify your director identification number.

Not applied for director id

I have not yet applied for a DIN

Apply to DIN here

Unit Trust

Entity Name

ACN / ABN (if applicable)

Trustee Type (Individual / Corporate)

Individual Trustee

Corporate Trustee

Entity Name

ACN/ABN (if applicable)

Do you have a DIN?

Yes

required for all company directors

DIN number

We require this to verify your director identification number.

Not applied for director id

I have not yet applied for a DIN

Apply to DIN here

SMSF

Entity Name (as registered with ATO)

ACN / ABN (if applicable)

Tax File Number (TFN)*

Current SMSF Balance (AUD)*

Approximate amount you intend to allocate

Trustee Type (Individual / Corporate)

Individual Trustee

Corporate Trustee

Entity Name & Role

ACN/ABN (if applicable)

SMSF Investment Strategy – Updated?*

Yes

My SMSF investment strategy has been reviewed and signed this year.

SMSF Liquidity Confirmation*

Yes

I confirm the SMSF has sufficient cash to fund the investment and cover fees

Existing SMSF Deed (PDF upload)*

Accepted file types: pdf, Max. file size: 256 MB.

Latest SMSF Bank Statement (PDF upload)

Accepted file types: pdf, Max. file size: 256 MB.

Do you have a DIN?

Yes

required for all company directors

DIN number*

We require this to verify your director identification number.

Not applied for director id

I have not yet applied for a DIN

Apply to DIN here

Other Trust

Entity Name

ACN / ABN (if applicable)

Trustee Type (Individual / Corporate)

Individual Trustee

Corporate Trustee

Entity Name

ACN/ABN (if applicable)

Do you have a DIN?

Yes

required for all company directors

DIN number*

We require this to verify your director identification number.

Not applied for director id

I have not yet applied for a DIN

Apply to DIN here

Is the partner a director?*

Yes

Director Details

Directors

Full Name

Phone Number

Address

Same as personal details

Intended Use

Primary Purpose*

Acquire off the plan residential property through an SMSF compliant structure

Business operations

Asset protection

Joint venture

SMSF investment

SMSF Renovation / redevelopment

Enables SMSF members to invest in new build H & L houses/apartments that would otherwise be prohibited.

The structure allows the trust to borrow and carry out construction works.

Create a joint venture or partnership that protects assets while the SMSF holds the economic interest

The model isolates borrowing risk in the Separate- trust and keeps the SMSF’s exposure limited.

Create a joint venture or partnership that protects assets while the SMSF holds the economic interest

The model isolates borrowing risk in the Separate- trust and keeps the SMSF’s exposure limited.

Project location*

Target completion date

Preferred builder / contractor

Expected Activity*

Buy & long term hold

To Develop

Trade

Operate business

Scale & Risk

Expected investment size (range):*

<$500k

$500k–$1m

$1m–$3m

$3m+

Do you anticipate borrowing?*

Yes

Please provide details about the borrowing arrangements

Desired LVR (Loan to Value Ratio)*

Do you already have a pre approval?*

Pre approval reference number

Would you like us to arrange lender introductions? Helps speed up the process*

Yes

Are unrelated parties involved?*

Yes

Please provide details of the unrelated parties involved

Notes & Declarations must be tick box

Anything else we should be aware of?

I acknowledge this is general information and not legal, tax or financial advice.*

I acknowledge this is general information and not legal, tax or financial advice.

How did you hear about us?

Would you like a copy of our “Safe Language” guide?

Yes

Registrations that may be required

*system will generate structure as required

Corporate trustee company(SMSF)
Unit trust(s) required (UHT/DUT)
Corporate trustee company(Investment/Project trust)
Additional entities may be required to complete a compliant

Have you previously operated companies, trusts, or SMSFs?

Yes

I already have an Accountant, Lawyer, or Adviser involved.

Yes

I would like a referral to an accountant or lawyer

Authorisation to Proceed with Entity Registrations*

I authorise Alpha Omega Systems to prepare and lodge any required entity registrations, including company and trust formations, ABN and TFN applications, and ASIC registrations, once my final structure is confirmed and subject to engagement terms.

I consent to the collection, storage and processing of my personal data (Privacy Policy)

Disclamier*

I acknowledge the Disclaimer that the service is not legal/tax advice

I/We named in the intake form agree to be bound by terms of the NDA (reference to the NDA document)*

We/I, named in the intake form agreed to be bound by the terms of the NDA.

Type your full legal name to confirm agreement*

Confirm Information*

I confirm that the information I have provided is true and complete to the best of my knowledge.

SMSF will not borrow*

I understand that my SMSF will not borrow, purchase land directly, or sign construction contracts. All borrowing and construction will be performed by a separate trust.

Acknowledge*

I acknowledge that the property will remain in the separate trust and that no stamp duty will arise from holding the asset in the separate trust owned by the SMSF.

Seek to obtain*

I will seek to obtain independent legal, tax, and financial advice before proceeding with any investment purchase.

Agree to receive*

I agree to receive electronic communications (email, portal notifications, e signatures) related to my application.

Adviser/Consultant/Industry professional

I am an Adviser/Consultant/Industry professional and I have completed the questions to the best of my ability and have the client’s permission to lodge this form. I agree to sign and be bound by the terms of the NDA.

Name of Advisor /Consultant

Address

Phone

Email address

Type your full legal name to confirm agreement*

We do not provide legal, tax or financial advice.

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Registered ASIC Agent No

Email

Location

Phone

Email

Location

Start Structure

Client Identity

Personal Details

Existing Structures

Director Details

Intended Use

Scale & Risk

Notes & Declarations must be tick box

Registrations that may be required