D&A | SMSF – Investment Strategy

Your Details

Your Name*

First Middle Last

Email*

Are you an existing customer of D&A Professional Services?*

Yes

No

Self Managed Superfund Details

Self Managed Superfund Name*

Please enter the name of your self managed superfund.

Corporate Trustee Name*

Please enter the name of your individual/corporate 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*

Enter the number of members in fund

Member 1

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

Name*

First Middle Last

Date of Birth*

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.

Is this Member currently employed?*

What are the Member's planned benefits at retirement?*

Is this Member likely to make future super contributions?*

Member 2

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

Name*

First Middle Last

Date of Birth*

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.

Is this Member currently employed?*

What are the Member's planned benefits at retirement?*

Is this Member likely to make future super contributions?*

Member 3

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

Name*

First Middle Last

Date of Birth*

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.

Is this Member currently employed?*

What are the Member's planned benefits at retirement?*

Is this Member likely to make future super contributions?*

Member 4

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

Name*

First Middle Last

Date of Birth*

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.

Is this Member currently employed?*

What are the Member's planned benefits at retirement?*

Is this Member likely to make future super contributions?*

Member 5

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

Name*

First Middle Last

Date of Birth*

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.

Is this Member currently employed?*

What are the Member's planned benefits at retirement?*

Is this Member likely to make future super contributions?*

Member 6

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

Name*

First Middle Last

Date of Birth*

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.

Is this Member currently employed?*

What are the Member's planned benefits at retirement?*

Is this Member likely to make future super contributions?*

Cash

Min*

Max*

Target*

Foreign Cash

Min*

Max*

Target*

Australian Fixed Income

Min*

Max*

Target*

International Fixed Income

Min*

Max*

Target*

Australian Equities

Min*

Max*

Target*

International Equities

Min*

Max*

Target*

Direct Property

Min*

Max*

Target*

Listed Property

Min*

Max*

Target*

Mortgages

Min*

Max*

Target*

Other (including Crypto Investments)

Min*

Max*

Target*

Please note, Min fields should be less than the Max fields and the total of your Target fields should sum to 100.

Personal Insurance Choice*

Insurance Not Required

The Fund has existing member insurance

Sufficient insurance held by Members externally

Other

SMSF – Investment Strategy

Self Managed Superfund - Investment Strategy

Your Details

Self Managed Superfund Details

Member 1

Member 2

Member 3

Member 4

Member 5

Member 6