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Self Managed Super Fund (SMSF)

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INSTRUCTIONS TO PREPARE TRUST DEED (SMSF)

Fields marked in red are compulsory.

From:
Address:
Suburb:
State:
Post Code:
Telephone:
Fax
Email:
Reference:

THE FUND

The Fund Name:
The Trustee:
Is the Trustee Incorporated?	YesNo

If not and you wish the Trustee to be incorporated, please complete Instructions to Incorporate Company form and return.


If the Trustee is Incorporated
Name of Corporation:
ACN:
Address of Registered Office:


Is there a Contributing Employer?
If so, please provide:
Name of the employer:
ACN (if incorporated):
Address:

Member / Trustee Details
Name:
Address:
Date of Birth:
Place of Birth:
Occupation:
Is an amount being transferred from another Superannuation Fund?	YesNo
If so, what is the deposit?


Does the Member / Trustee wish to nominate dependants?
If so, please provide:
Name of Dependent:
Relationship to the Member / Trustee
Proportion of Benefits:

Member / Trustee Details
Name:
Address:
Date of Birth:
Place of Birth:
Occupation:
Is an amount being transferred from another Superannuation Fund?	YesNo
If so, what is the deposit?


Does the Member / Trustee wish to nominate dependants?
If so, please provide:
Name of Dependent:
Relationship to the Member / Trustee
Proportion of Benefits:

NOTES

DELIVERY INSTRUCTIONS

Time:
Date:
Address: