AAA check form

New SMSF(old)

1 Order Details

2 Review & Submit

Membership
Reference*
Fund Details
Fund Name*
State Law to govern the Fund*
Establishment Date
Leave blank if you do not want the date populated in the fund's Deed and other establishing documents
From the date of establishment, the trustees will have 60 days to register the SMSF with the Australian Taxation Office (ATO), applying for an ABN, TFN and to be regulated.

For more information, visit the ATO website.
Qualifying Recognised Overseas Pension Scheme (QROPS)
Do you wish to alter the governing rules for the Fund to qualify for QROPS status?*
A transfer of pension benefits from the UK to an overseas superannuation fund will be tax free only if the overseas superannuation fund is considered to be a 'Qualifying Recognised Overseas Pension Scheme' (QROPS).

For further information, visit the ATO website.
Fund Address
Care Of
Fund Address*
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Trustee Meeting Address
Trustee Meeting Address*
Trustee Meeting Address*
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Member Details
How many Members will the Fund have?*
Member 1
Title*
Given Names 1*
Family Name 1*
Gender*
Date of Birth*
TFN
Member 1 Residential Address*
Member 1 Address Search*
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Member 2
Title*
Given Names 2*
Family Name 2*
Gender*
Date of Birth*
TFN
Member 2 Residential Address*
Member 2 Address Search*
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Member 3
Title*
Given Names 3*
Family Name 3*
Gender*
Date of Birth*
TFN
Member 3 Residential Address*
Member 3 Address Search*
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Member 4
Title*
Given Names 4*
Family Name 4*
Gender*
Date of Birth*
TFN
Member 4 Residential Address*
Member 4 Address Search*
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Trustee Details
Trustee Type*
Was the Trustee Company previously ordered through Smarter SMSF?
Select the company name?
Non-Member Trustee
Details of the Non-Member, Second Individual Trustee
Please note that single Member Self Managed Super Funds that have Individual Trustees must have two Individual Trustees. The second Individual Trustee will not be a member of the Fund
Title*
Individual Trustee 2 - Given Names*
Individual Trustee 2 - Family Name*
Gender*
Trustee's Residential Address*
Individual Trustee 2 - Address Search*
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Corporate Trustee
Corporate Trustee Name*
Corporate Trustee ACN*
Date of Incorporation*
Corporate Trustee Address
Care of (C/-)
Corporate Trustee Registered Address*
Company Address Search*
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Directors
Does the Company have an additional Director who is not a Member of the Fund?*
Non-Member Director
Title*
Director 2 - Given Names*
Director 2 - Family Name*
Gender*
Director's Residential Address*
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Name and Number*
Suburb*
State*
Postcode*

New SMSF(old)

Fund Details

Fund Address

Trustee Meeting Address

Member Details

Member 1

Member 2

Member 3

Member 4

Trustee Details

Non-Member Trustee

Corporate Trustee

Corporate Trustee Address

Directors

Non-Member Director