Update Your Details

Moved house, changed your number or got a new email? Let us know in a couple of minutes using our secure online form.

For Clients & Associates

Keep your fund’s records up to date

Keeping your contact details current helps us stay in touch, keeps your SMSF compliant, and makes sure ATO and ASIC correspondence reaches the right place.

Use our secure form to tell us what’s changed. You can update details for:

  • An individual only
  • The SMSF only
  • All SMSF members & the SMSF
  • An individual & their spouse
Update My Details
📝

What you can update

  • Physical address
  • Postal address
  • Physical & postal address
  • Mobile number
  • Email address

The form opens in a new tab and takes just a couple of minutes to complete.

How It Works

What happens after you submit

1

Submit the form

Tell us who the update is for, what’s changed, and enter your new details.

2

We confirm with you

A member of our team will contact you to confirm the details before anything is updated.

3

We process the update

Once confirmed, we update your records and lodge any changes with ASIC if applicable.

Ready to update your details?

It only takes a couple of minutes. Prefer to talk it through? Give our team a call on (07) 5327 3448.

Update My Details