SMSF Form - Ace Biz

204/11 Solent Circuit, Norwest NSW 2153, Australia

SMSF Trust Deed

Beneficiaries

When a member dies, the balance of the superannuation money has to be paid to person(s) nominated by the member in a death benefit notice. Please provide the name (s) of these beneficiaries. Your "Will does not control your superannuation benefits. The beneficiaries named in this notice must be dependants and/or your legal personal representative. For further details click here.

If you do not enter any beneficiaries now, you can click the Proceed button at the bottom of the page and enter the names manually when you receive our package.

Minutes

Please Select the venue for the initial meeting of SMSF trustees/members.

An initial meeting has to be convened to establish the trustees of the SMSF. All members & Trustees/Directors of trustee company must decide to adopt the draft constitution/trust deed, together with the name of the SMSF and elect to be a ATO regulated fund among other things.

Venue for Initial Meeting

^*Venue of meeting:

Same as SMSF Address

Enter Manually

Care of (optional)

Unit/Level (optional)

Address only contain valid characters. Valid characters are 0-9, A-Z, a-z, Space and & ' ( ) - /

^*Street Address

Do not enter Post Box address. Please Enter physical address.

^*Suburb

^*State

^*Postal Code

Country

^*Date of meeting

The date & time of meeting should be on or before the date of establishment of fund.

Time of meeting

Hour

Minutes

Chairperson

Confirm Details

SMSF Information

What would be the name of Self Managed Super Fund SMSF?

Date of creation of this SMSF

Which State Jurisdiction laws apply to the Trust Deed?

What would be the address of SMSF?

Care Of:

Unit/Level:

Street Address:

Suburb:

State:

Postal Code:

Country:

This SMSF will have?

Registered Address of Corporation

Care Of:

Unit/Level:

Street Address:

Suburb:

State:

Postal Code:

Country:

Is registered office of Corporate trustee and SMSF address are Same?

Registered Address of Corporation

Care Of:

Unit/Level:

Street Address:

Suburb:

State:

Postal Code:

Country:

How many members will the fund have?

Personal Details
Enter Director ID:
Name:
TFN:
Mobile:
Email:

Birth Details
Date of Birth:
Place of Birth:
State of Birth:
Overseas City:
Country of Birth:
State (If Born in Australia):	Yes

Personal Details
Enter Director ID:
Name:
TFN:
Mobile:
Email:

Birth Details
Date of Birth:
Place of Birth:
State of Birth:
Overseas City:
Country of Birth:
State (If Born in Australia):	Yes

Personal Details
Enter Director ID:
Name:
TFN:
Mobile:
Email:

Birth Details
Date of Birth:
Place of Birth:
State of Birth:
Overseas City:
Country of Birth:
State (If Born in Australia):	Yes

Personal Details
Enter Director ID:
Name:
TFN:
Mobile:
Email:

Birth Details
Date of Birth:
Place of Birth:
State of Birth:
Overseas City:
Country of Birth:
State (If Born in Australia):	Yes

Personal Details
Enter Director ID:
Name:
TFN:
Mobile:
Email:

Birth Details
Date of Birth:
Place of Birth:
State of Birth:
Overseas City:
Country of Birth:
State (If Born in Australia):	Yes

Personal Details
Enter Director ID:
Name:
TFN:
Mobile:
Email:

Birth Details
Date of Birth:
Place of Birth:
State of Birth:
Overseas City:
Country of Birth:
State (If Born in Australia):	Yes

Minutes Details

Who will be the secretary of this trustee company?

Venue of meeting

Care Of:

Unit/Level:

Street Address:

Suburb:

State:

Postal Code:

Country:

Date of Meeting

Time of Meeting

Chairperson of this meeting

Declarations

I / We the trustees of the above named fund elect that the Superannuation Industry (Supervision) Act 1993 is to apply in relation to the superannuation fund, and understand that the election is irrevocable. Self-managed superannuation funds are required to answer the following questions when electing to be a complying fund. These questions must be answered on behalf of all individual trustees, a body corporate trustee and responsible officers of the body corporate trustee. We have answered them as below - by ticking the check box above, you agree the answers are correct.

Does the ATO Regulated Self Managed Superannuation Fund intend to be a self managed superannuation fund for 12 months or longer?

Yes

Has a receiver, or a receiver and manager, of the company been appointed?

Yes

Has the company been placed under official management?

Yes

Has a provisional liquidator of the company been appointed?

Yes

Is the company being wound up?

Yes

By ticking this checkbox, I declare that to the best of my knowledge, the information supplied in this application, provided above, is True and Correct.

Select the Person

Position Held

Our Partners

Beneficiaries Details
First Name	Last Name	How Related	% of Allocation

Beneficiaries Details
First Name	Last Name	How Related	% of Allocation

Beneficiaries Details
First Name	Last Name	How Related	% of Allocation

Beneficiaries Details
First Name	Last Name	How Related	% of Allocation

Beneficiaries Details
First Name	Last Name	How Related	% of Allocation

Self Manage Super Fund Formation Form

Member/Trustee of SMSF (1 of )

Member/Trustee of SMSF (2 of )

Member/Trustee of SMSF (3 of )

Member/Trustee of SMSF (4 of )

Member/Trustee of SMSF (5 of )

Member/Trustee of SMSF (6 of )