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.

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*

Residential Address*

Address is the same as Self Managed Superfund Address

Street Address Address Line 2 City State Post Code Country

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*

Residential Address*

Address is the same as Self Managed Superfund Address

Street Address Address Line 2 City State Post Code Country

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*

Residential Address*

Address is the same as Self Managed Superfund Address

Street Address Address Line 2 City State Post Code Country

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*

Residential Address*

Address is the same as Self Managed Superfund Address

Street Address Address Line 2 City State Post Code Country

Country and City of Birth*

City of Birth Country of Birth

Self Managed Superfund Setup

Your Details

Self Managed Superfund Details

Member 1

Member 2

Member 3

Member 4

Contact Info