SMSF SETUP FORM FOR INDIVIDUAL TRUSTEE

Contact Person Details

Name *

First

Middle

Last

Phone *

Email Address *

Residential Address *

Address Line 1

City

State / Province / Region

Postal Code

Country

* Address will also be your new SMSF address

My postal address is same as the residential address *

Postal Address

Address Line 1

City

State / Province / Region

Postal Code

Country

Superannuation Fund Details

Prefered Name of Super Fund *

* If the name that you choose has already been used for an SMSF it may delay processing your registration and ABN application. You can check whether your SMSF's name has been used previously at Super Fund Lookup.

Establishment States *

Voting Preference

Non-Weighted
Weighted

* The 'non-weighted' voting preference is selected by default

Individual Trustee & Member Details

Individual 1

Title for individual 1 *

Please specify

Name *

First

Middle

Last

Role(s) Held *

* Please be noted that an SMSF must have at leaset two individual trustee

Date of Birth *

Tax File Number For Individual 1 *

* Your Tax File Number (TFN) is required to lodge the annual tax return of the SMSF

Declaration for individual 1

Does the Individual is an Undischarged Bankrupt? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she is an Undischarged Bankrupt. The form will not be processed.

Has Individual been convicted of Dishonest Conduct? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she has been convicted of Dishonest Conduct. The form will not be processed.

Has Individual received a Civil Penalty Order? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she has received a civil penalty order. The form will not be processed.

Has Individual been disqualified by the ATO or APRA? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she is a disqualified person by the regulator. The form will not be processed.

Is Individual a tax resident of Australia? *

* If your answer is No, the person listed cannot be a Fund Trustee as he/she is a Non Resident of Australia. The form will not be processed.

Individual 2

Title for individual 2 *

Please specify

Name *

First

Middle

Last

Role(s) Held *

* Please be noted that an SMSF must have at leaset two individual trustee

Date of Birth *

Tax File Number For Individual 2 *

* Your Tax File Number (TFN) is required to lodge the annual tax return of the SMSF

Declaration for individual 2

Does the Individual is an Undischarged Bankrupt? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she is an Undischarged Bankrupt. The form will not be processed.

Has Individual been convicted of Dishonest Conduct? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she has been convicted of Dishonest Conduct. The form will not be processed.

Has Individual received a Civil Penalty Order? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she has received a civil penalty order. The form will not be processed.

Has Individual been disqualified by the ATO or APRA? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she is a disqualified person by the regulator. The form will not be processed.

Is Individual a tax resident of Australia? *

* If your answer is No, the person listed cannot be a Fund Trustee as he/she is a Non Resident of Australia. The form will not be processed.

Do you wish to add more individuals?

Select how many individuals you wish to add: 0

* Maximu total individuals of six are allowed

Individual 3

Title for individual 3 *

Please specify

Name *

First

Middle

Last

Role(s) Held *

* Please be noted that an SMSF must have at leaset two individual trustee

Date of Birth *

Tax File Number For Individual 3 *

* Your Tax File Number (TFN) is required to lodge the annual tax return of the SMSF

Declaration for individual 3

Does the Individual is an Undischarged Bankrupt? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she is an Undischarged Bankrupt. The form will not be processed.

Has Individual been convicted of Dishonest Conduct? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she has been convicted of Dishonest Conduct. The form will not be processed.

Has Individual received a Civil Penalty Order? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she has received a civil penalty order. The form will not be processed.

Has Individual been disqualified by the ATO or APRA? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she is a disqualified person by the regulator. The form will not be processed.

Is Individual a tax resident of Australia? *

* If your answer is No, the person listed cannot be a Fund Trustee as he/she is a Non Resident of Australia. The form will not be processed.

Individual 4

Title for individual 4 *

Please specify

Name *

First

Middle

Last

Role(s) Held *

Date of Birth *

Tax File Number For Individual 4 *

* Your Tax File Number (TFN) is required to lodge the annual tax return of the SMSF

Declaration for individual 4

Does the Individual is an Undischarged Bankrupt? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she is an Undischarged Bankrupt. The form will not be processed.

Has Individual been convicted of Dishonest Conduct? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she has been convicted of Dishonest Conduct. The form will not be processed.

Has Individual received a Civil Penalty Order? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she has received a civil penalty order. The form will not be processed.

Has Individual been disqualified by the ATO or APRA? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she is a disqualified person by the regulator. The form will not be processed.

Is Individual a tax resident of Australia? *

* If your answer is No, the person listed cannot be a Fund Trustee as he/she is a Non Resident of Australia. The form will not be processed.

Individual 5

Title for individual 5 *

Please specify

Name *

First

Middle

Last

Role(s) Held *

Date of Birth *

Tax File Number For Individual 5 *

* Your Tax File Number (TFN) is required to lodge the annual tax return of the SMSF

Declaration for individual 5

Does the Individual is an Undischarged Bankrupt? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she is an Undischarged Bankrupt. The form will not be processed.

Has Individual been convicted of Dishonest Conduct? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she has been convicted of Dishonest Conduct. The form will not be processed.

Has Individual received a Civil Penalty Order? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she has received a civil penalty order. The form will not be processed.

Has Individual been disqualified by the ATO or APRA? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she is a disqualified person by the regulator. The form will not be processed.

Is Individual a tax resident of Australia? *

* If your answer is No, the person listed cannot be a Fund Trustee as he/she is a Non Resident of Australia. The form will not be processed.

Individual 6

Title for individual 6 *

Please specify

Name *

First

Middle

Last

Role(s) Held *

Date of Birth *

Tax File Number For Individual 6 *

* Your Tax File Number (TFN) is required to lodge the annual tax return of the SMSF

Declaration for individual 6

Does the Individual is an Undischarged Bankrupt? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she is an Undischarged Bankrupt. The form will not be processed.

Has Individual been convicted of Dishonest Conduct? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she has been convicted of Dishonest Conduct. The form will not be processed.

Has Individual received a Civil Penalty Order? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she has received a civil penalty order. The form will not be processed.

Has Individual been disqualified by the ATO or APRA? *

* If your answer is Yes, the person listed cannot be a Fund Trustee as he/she is a disqualified person by the regulator. The form will not be processed.

Is Individual a tax resident of Australia? *

* If your answer is No, the person listed cannot be a Fund Trustee as he/she is a Non Resident of Australia. The form will not be processed.

Additional Note

Please add any message you wish to communicate with us

Signature *

Contact Person Details

Superannuation Fund Details

Individual Trustee & Member Details

Individual 1

Declaration for individual 1

Individual 2

Declaration for individual 2

Individual 3

Declaration for individual 3

Individual 4

Declaration for individual 4

Individual 5

Declaration for individual 5

Individual 6

Declaration for individual 6

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