Self-Managed Super Fund

Self-Managed Super Fund
Establishment Form
AusSmart
1. Fund Details
What would you like to name your SMSF
State of Registration of the SMSF
Street Address of Fund
Street Address
Street Address Line 2
SuburbState / Province
Postal / Zip CodeCountry
Postal Address is the Same as above
Postal Address of Fund (if different)
Street Address / PO Box
Street Address Line 2
SuburbState / Province
Postal / Zip CodeCountry

2. Trustee Selection
It the Trustee a Company or Individual?
Name of Trustee
Number of Members
Bank
Amount in Superfund
Company Trustee
Proposed Company Name 1
Proposed Company Name 2
Proposed Company Name 3
Company Registration Address
Registration Address of Company
Street Address
Street Address Line 2
SuburbState / Province
Postal / Zip CodeCountry
Director 1 / Secretary - Full Legal Name
Date of Birth
DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Place of Birth
Is the address the same as above?
Address
Street Address
Street Address Line 2
SuburbState / Province
Postal / Zip CodeCountry
Director 2 - Full Legal Name - (OPTIONAL)
Date of Birth
DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Place of Birth
Is the address the same as above?
Address
Street Address
Street Address Line 2
SuburbState / Province
Postal / Zip CodeCountry

3. Members' Details
Full Legal Name
First NameMiddle NameLast Name
Gender
E-mail
Mobile Number
Date of Birth
DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Place of Birth
Tax File Number
Occupation
Address
Street Address
Street Address Line 2
Suburb / CityState / Province
Postal / Zip CodeCountry

SMSF Deposit$1,133.00 AUD