INDIVIDUAL TRUSTEES

Name: INDIVIDUAL TRUSTEES | Superannuation Warehouse
SKU: SMSF-Individual
Price: 450.00 AUD
Availability: InStock

$450.00 (Inc. GST)

Superfund Name *

Email *

Alternative Email

Work Phone

Mobile Phone *

Residential Address *

Line 2

Suburb *

State *

Post Code *

Trustee / Beneficiary 1*

1. Title *

1. First Name *

1. Middle Name

1. Surname *

1. TFN *

1. Email

1. Date of Birth *

1. Place of Birth *

1. Occupation *

1. Specific Field of Work *

Has Trustee 1 ever been:

1. Convicted for dishonest conduct? *

1. Received a civil penalty order? *

1. Disqualified by the regulator (ATO or APRA)? *

Is Trustee 1 an:

1. Undischarged bankrupt? *

1. Australian Resident? *

Trustee / Beneficiary 2*

2. Title

2,. First Name *

2. Middle Name

2. Surname *

2. TFN *

2. Email

2. Date of Birth *

2. Place of Birth *

2. Occupation *

2. Field of Work *

Has Trustee 2 ever been:

2. Convicted for dishonest conduct? *

2. Received a civil penalty order? *

2. Disqualified by the regulator (ATO or APRA)? *

Is Trustee 2 an:

2. Undischarged bankrupt? *

2. Australian Resident? *

Trustee / Beneficiary 3

3. Title

3. First Name

3. Middle Name

3. Surname

3. TFN

3. Email

3. Date of Birth

3. Place of Birth

3. Occupation

3. Specific Field of Work

Has Trustee 3 ever been:

3. Convicted for dishonest conduct?

3. Received a civil penalty order?

3. Disqualified by the regulator (ATO or APRA)?

Is Trustee 3 an:

3. Undischarged bankrupt?

3. Australian Resident?

Trustee / Beneficiary 4

4. Title

4. First Name

4. Middle Name

4. Surname

4. TFN

4. Email

4. Date of Birth

4. Place of Birth

4. Occupation

4. Specific Field of Work

Has Trustee 4 ever been:

4. Convicted for dishonest conduct?

4. Received a civil penalty order?

4. Disqualified by the regulator (ATO or APRA)?

Is Trustee 4 an:

4. Undischarged bankrupt?

4. Australian Resident?

Administrator of the Fund

Authorise Superannuation Warehouse to be the administrator of the Fund

As Trustees of the SMSF, as set out above, we request and authorise Superannuation Warehouse to be the administrator of the Fund, act as tax agent and appoint an auditor.

Death Benefit Nomination

Benefits will be allocated

In the Trust Deed that we issue, upon the death of a Member, the benefits will be allocated at the discretion of the remaining Trustees unless a Binding Death Benefit Nomination is in place. A Binding Death Benefit Nomination form can be downloaded from our website or we can assist in preparing this.

Estimated Initial Roll-Over Receipt An SMSF must be operated as soon as it is set up. It cannot remain inactive like a dormant company. For this reason, please advise the estimated initial roll-over receipt expected to be added to the SMSF.

SMSF Accounting, Tax, and Audit Service

$60
$100

Superannuation Warehouse will add your SMSF to our Tax Agents License and perform the accounting, tax and audit functions, assisting you as Trustees in keeping your Fund compliant with ATO rules and guidelines. There are no lock-in contracts, but please advise the monthly fee option as explained on our fees page.

Macquarie Process

Macquarie Bank Account Set-up
Macquarie Online Trading Account

As part of the Setup, we can initiate a Macquarie Cash Management Account and Macquarie Online Trading Account for your SMSF. Please tick the box above if you would like us to initiate this process.

Notes or general comments

SKU: SMSF-Individual Category: Individual