Agent nomination process

The agent nomination process is a new requirement to help ensure only your authorised tax agent can access your accounts and act on your behalf for your tax and super affairs.

This process only applies when you change an agent or change the authorisations you give your existing agent. Effective from 13 November 2023, the agent nomination process will apply to all SMSFs.

Steps to appoint us as your tax agent:

• Click on this link and follow the steps to appoint autoSMSF as your tax agent.
• Fill in below form and submit to complete the process.

Appoint us as your SMSF tax Agent

Please enable JavaScript in your browser to complete this form.

SMSF Name *

Enter your SMSF Name

Trustee Type *SelectCorporate TrusteeIndividual Trustee

Number of Trustees / Directors *Select123456

SMSF ABN *

SMSF TFN *

Contact Person Name *

First

Last

Email *

Phone

Business Address

Postal Address

Current accountants name and email

Submit