D&A | SMSF Form

Your Details

Your Name*

First Middle Last

Please enter your name here

Mobile Number*

Email*

Self Managed Superfund Details

Self Managed Superfund Name*

Please enter the desired name of your self managed superfund.

Corporate Trustee Name*

Please enter the desired name of your company trustee.

Self Managed Superfund Address*

Street Address Address Line 2 City State Post Code Country

Please enter the address for the Self Managed Superannuation Fund, this is normally one of the members' address, please ensure this is a physical address not a post office box.

Number of Members*

Desired number of members in fund

Member 1

Please enter the details of the first Self Managed Superfund Member.

Name*

First Middle Last

Former Name

First Middle Last

Date of Birth*

Tax File Number*

Directors ID*

Residential Address*

Address is the same as Self Managed Superfund Address

Street Address Address Line 2 City State Post Code Country

Please ensure this is a physical address, not a post office box.

Country and City of Birth*

City of Birth Country of Birth

Member 2

Please enter the details of the second Self Managed Superfund Member.

Name*

First Middle Last

Former Name

First Middle Last

Date of Birth*

Tax File Number*

Directors ID*

Residential Address*

Address is the same as Self Managed Superfund Address

Street Address Address Line 2 City State Post Code Country

Please ensure this is a physical address, not a post office box.

Country and City of Birth*

City of Birth Country of Birth

Member 3

Please enter the details of the third Self Managed Superfund Member.

Name*

First Middle Last

Former Name

First Middle Last

Date of Birth*

Tax File Number*

Directors ID*

Residential Address*

Address is the same as Self Managed Superfund Address

Street Address Address Line 2 City State Post Code Country

Please ensure this is a physical address, not a post office box.

Country and City of Birth*

City of Birth Country of Birth

Member 4

Please enter the details of the fourth Self Managed Superfund Member.

Name*

First Middle Last

Former Name

First Middle Last

Date of Birth*

Tax File Number*

Directors ID*

Residential Address*

Address is the same as Self Managed Superfund Address

Street Address Address Line 2 City State Post Code Country

Please ensure this is a physical address, not a post office box.

Country and City of Birth*

City of Birth Country of Birth

Member 5

Please enter the details of the fifth Self Managed Superfund Member.

Name*

First Middle Last

Former Name

First Middle Last

Date of Birth*

Tax File Number*

Directors ID*

Residential Address*

Address is the same as Self Managed Superfund Address

Street Address Address Line 2 City State Post Code Country

Please ensure this is a physical address, not a post office box.

Country and City of Birth*

City of Birth Country of Birth

Member 6

Please enter the details of the sixth Self Managed Superfund Member.

Name*

First Middle Last

Former Name

First Middle Last

Date of Birth*

Tax File Number*

Directors ID*

Residential Address*

Address is the same as Self Managed Superfund Address

Street Address Address Line 2 City State Post Code Country

Please ensure this is a physical address, not a post office box.

Country and City of Birth*

City of Birth Country of Birth

Would you like us to setup a Macquarie Cash Management Account for your SMSF.*

Yes

No

Unsure, please contact me about this

Macquarie Cash Management Accounts are online only. D&A will be provided with an enquiry only authority to your account to streamline the processing of your SMSF.

How would you like to sign your documents once they are ready?*

In person at D&A Professional Services.

I would like them emailed to me, I can print and sign.

I would like them mailed to me.

Whilst we do support electronic signatures, it is not recommended for Trust type documents. It is highly recommended that these initial setup documents are physically (wet signed) and originals kept in a secure location.

How will you provide an copy of the signed documents to D&A once you have signed them?*

Post the originals for D&A to scan before returning.

Scan the signed pages of the documents and email them to D&A Professional services.

What are your investment intentions for the SMSF once it is setup?*

As an example you may wish to buy a property, in that situation would you be buying a property with SMSF funds or seeking SMSF finance as you have insufficient funds.

SMSF Form

Self Managed Superfund - Setup

Your Details

Self Managed Superfund Details

Member 1

Member 2

Member 3

Member 4

Member 5

Member 6