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Docs 2.0 Alpha

Form 180 Test

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Form 180 Test

New SMSF & Trustee Company

This form will incorporate a special purpose trustee company and create a new SMSF

1 Company Details

2 Fund & Trustee Company

3 Member & Director

4 Lodgement & Consent

5 Review & Submit

Ref:*
Proposed Trustee Company Name
What type of Company do you wish to register?
Validate
Search Result*

Company Details
Company Registered Address
Where will the Registered Address of the Company be?

The Registered Address is where all ASIC correspondence relating to the Company will be sent and cannot be a PO Box. Please ensure your address is spelt correctly, otherwise your application will be rejected by ASIC.
Care of (C/-)
Search for Registered Address*
Address is valid.
Address is invalid.

Note: If you could not search for your exact address kindly use manual address input.
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Does the company occupy the above premises?*
Does the Company have the occupier's consent?
Occupier of the above office?*
Principal Business Address of the Company
The Company's Principal Place of Business is the address where the Company actually conducts its business on a day to day basis and cannot be a PO Box.

Please ensure your address is spelt correctly, otherwise your application will be rejected by ASIC.
What is the Company's Principal Business Address?
What is the Company's Principal Business Address?
Care of (C/-)
Search for Principal Business Address*
Address is valid.
Address is invalid.

Note: If you could not search for your exact address kindly use manual address input.
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*
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)
Does the Fund want 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*

Member & Director Details
How many Members will the Fund have?*
Member/Director 1
Given Names*
Family Name*
Has Person 1 ever changed their name?*
Former Given Names*
Former Family Name*
Gender*
TFN
Date of Birth*
Was this Officerholder born in Australia?*
Town of Birth*
State of Birth*
Country of Birth*
What is the Officeholder's address?*
Care of (C/-)
Search for Officeholder's Address*
Address is valid.
Address is invalid.

Note: If you could not search for your exact address kindly use manual address input.
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Director ID
From 5 April 2022, any new director must have obtained a director ID prior to their appointment. You can leave this blank and complete manually at a later time.
Roles
- Director
- Secretary
Will this Officeholder be a shareholder?*
Price of each share in the Company*
Person 1 Class of shares*
Person 1 Number of shares*
Hidden S1 - shares & class
Hidden S1 - Share Price*
Hidden Serial - S1 Closing Balance
Will Person 1 hold these shares in Trust for another Party?*
Name of the entity that Person 1 will hold the shares in Trust for*
Does the Company have an additional Director who is not a Member of the Fund?*
Non-Member Director
Director 2 - Given Names*
Director 2 - Family Name*
Gender*
Date of Birth*
Was this Officerholder born in Australia?*
Town of Birth*
State of Birth*
Country of Birth*
Director's Residential Address*
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Name and Number*
Suburb*
State*
Postcode*
Member/Director 2
Given Names*
Family Name*
Has Person 2 ever changed their name?*
Former Given Names*
Former Family Name*
Gender*
TFN
Date of Birth*
Was this Officerholder born in Australia?*
Town of Birth*
State of Birth*
Country of Birth*
What is the Officeholder's address?*
Care of (C/-)
Search for Officeholder's Address*
Address is valid.
Address is invalid.

Note: If you could not search for your exact address kindly use manual address input.
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Director ID
From 5 April 2022, any new director must have obtained a director ID prior to their appointment. You can leave this blank and complete manually at a later time.
Roles
- Director
- Secretary
Will this Officeholder be a shareholder?*
Person 2 Class of shares*
Person 2 Number of shares*
Hidden S2 - shares & class
Hidden S2 - Share Price*
Hidden Serial - S2 Opening Balance
Hidden Serial - S2 Closing Balance
Will Person 2 hold these shares in Trust for another Party?*
Name of the entity that Person 2 will hold the shares in Trust for*
Member/Director 3
Given Names*
Family Name*
Has Person 3 ever changed their name?*
Former Given Names*
Former Family Name*
Gender*
TFN
Date of Birth*
Was this Officerholder born in Australia?*
Town of Birth*
State of Birth*
Country of Birth*
What is the Officeholder's Address?*
Care of (C/-)
Search for Officeholder's Address*
Address is valid.
Address is invalid.

Note: If you could not search for your exact address kindly use manual address input.
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Director ID
From 5 April 2022, any new director must have obtained a director ID prior to their appointment. You can leave this blank and complete manually at a later time.
Roles
- Director
- Secretary
Will this Officeholder be a shareholder?*
Person 3 Class of shares*
Person 3 Number of shares*
Hidden S3 - shares & class
Hidden S3 - Share Price*
Hidden Serial - S3 Opening Balance
Hidden Serial - S3 Closing Balance
Will Person 3 hold these shares in Trust for another Party?*
Name of the entity that Person 3 will hold the shares in Trust for*
Member/Director 4
Given Names*
Family Name*
Has Person 4 ever changed their name?*
Former Given Names*
Former Family Name*
Gender*
TFN
Date of Birth*
Was this Officerholder born in Australia?*
Town of Birth*
State of Birth*
Country of Birth*
What is the Officeholder's Address?*
Care of (C/-)
Search for Officeholder's Address*
Address is valid.
Address is invalid.

Note: If you could not search for your exact address kindly use manual address input.
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Director ID
From 5 April 2022, any new director must have obtained a director ID prior to their appointment. You can leave this blank and complete manually at a later time.
Roles
- Director
- Secretary
Will this Officeholder be a shareholder?*
Person 4 Class of shares*
Person 4 Number of shares*
Hidden S4 - shares & class
Hidden S4 - Share Price*
Hidden Serial - S4 Opening Balance
Hidden Serial - S4 Closing Balance
Will Person 4 hold these shares in Trust for another Party?*
Name of the entity that Person 4 will hold the shares in Trust for*
Shareholders of the Company
Please enter the details of the people or entities that will be holding shares in the Company.
Are there additional shareholders?*
How many?*
Non-Officeholder Shareholder 1
Shareholder Type?*
Will this shareholder beneficially own these shares?*
Name of the entity the shares are being held in trust for*
Details of this Shareholding
Class of shares held by this Shareholder*
Number of shares in this shareholding*
Shareholder's Name
Given Names*
Family Name*
Gender*
Shareholder Company Name*
Does this Company have an ACN or ARBN?*
ACN of the Company*
Shareholder's Address
Please enter the address of the Shareholder. Please ensure your address is spelt correctly, otherwise your application will be rejected by ASIC.
What is this Shareholder's Address?*
Care of (C/-)
Search for Shareholder's Address*
Address is valid.
Address is invalid.

Note: If you could not search for your exact address kindly use manual address input.
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Country*
Non-Officeholder Shareholder 2
Shareholder Type*
Will this shareholder beneficially own these shares?*
Name of the entity the shares are being held in trust for*
Details of this Shareholding
Class of shares held by this Shareholder*
Number of shares in this shareholding*
Shareholder's Name
Given Names*
Family Name*
Gender*
Shareholder Company Name*
Does this Company have an ACN or ARBN?*
ACN of the Company*
Shareholder's Address
Please enter the address of the Shareholder. Please ensure your address is spelt correctly, otherwise your application will be rejected by ASIC.
What is this Shareholder's Address?*
Care of (C/-)
Search for Shareholder's Address*
Address is valid.
Address is invalid.

Note: If you could not search for your exact address kindly use manual address input.
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Country*
Non-Officeholder Shareholder 3
Shareholder Type*
Will this shareholder beneficially own these shares?*
Name of the entity the shares are being held in trust for*
Details of this Shareholding
Class of shares held by this Shareholder*
Number of shares in this shareholding*
Shareholder's Name
Given Names*
Family Name*
Gender*
Shareholder Company Name*
Does this Company have an ACN or ARBN?*
ACN of the Company*
Shareholder's Address
Please enter the address of the Shareholder. Please ensure your address is spelt correctly, otherwise your application will be rejected by ASIC.
What is this Shareholder's Address?*
Care of (C/-)
Search for Shareholder's Address*
Address is valid.
Address is invalid.

Note: If you could not search for your exact address kindly use manual address input.
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Country*
Non-Officeholder Shareholder 4
Shareholder Type*
Will this shareholder beneficially own these shares?*
Name of the entity the shares are being held in trust for*
Details of this Shareholding
Class of shares held by this Shareholder*
Number of shares in this shareholding*
Shareholder's Name
Given Names*
Family Name*
Gender*
Shareholder Company Name*
Does this Company have an ACN or ARBN?*
ACN of the Company*
Shareholder's Address
Please enter the address of the Shareholder. Please ensure your address is spelt correctly, otherwise your application will be rejected by ASIC.
What is this Shareholder's Address?*
Care of (C/-)
Search for Shareholder's Address*
Address is valid.
Address is invalid.

Note: If you could not search for your exact address kindly use manual address input.
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Country*

Lodgement Details
Applicant's Name
This is the person who is applying for registration of the company on the basis of the information in this order form. The person named as the Applicant must have the necessary written consents and agreements referred to in the application concerning the members and officeholders and shall give the consents and agreements to the company after the company becomes registered. The Applicant warrants that the information provided in this application is true and correct at the time of lodgement.
Given Name*
Family Name*
ABN/TFN Registration
Do you wish to apply for the fund's ABN/TFN using Smarter SMSFs ABN integration?*
As part of this application for the new trustee company and SMSF, you can also apply for the fund’s ABN, TFN and to be regulated with the Australian Taxation Office (ATO). By selecting ‘yes’ you agree to be charged an additional fee (Create members - $33, PAYG - $55) as part of this order to register the fund, using Smarter SMSF’s ABN integration.
Applicant's Address
Please enter the address of the Applicant. Please ensure your address is spelt correctly, otherwise your application will be rejected by ASIC.
What is this Applicant's Address?*
Care of (C/-)
Search for Applicant's Address*
Address is valid.
Address is invalid.

Note: If you could not search for your exact address kindly use manual address input.
Manual address override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Special Purpose Company Declaration
Declaration
- I declare that this company is a special purpose company as defined under Regulation 3 of the Corporations (Review Fees) Regulations 2003.
Consent
Consent
- I acknowledge that I have read and agree to the terms and conditions
TERMS & CONDITIONS
I apply for the registration of a company on the basis of the information in this form and any attachments. I have the necessary written consents and agreements referred to in this application concerning the members and officeholders and I shall give the consents and agreements to the company after the company becomes registered. The information provided in this application and in any annexures is true and correct at the time of signing.
The information provided to ASIC in this form may include personal information. Please refer to their privacy policy for more information about how they handle your personal information, your rights to seek access to and correct personal information, and to complain about breaches of policy.
I authorise and consent to Smarter SMSF arranging for CNCNA Pty Ltd (ABN 63 129 795 339) to submit/lodge this application with ASIC on my behalf.
I confirm that I have read and understood my obligations and agree to provide true and correct information in this application.

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New SMSF & Trustee Company
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Form 180 Test

New SMSF & Trustee Company

Company Details

Company Registered Address

Principal Business Address of the Company

Trustee Meeting Address

Fund Details

Fund Address

Member & Director Details

Member/Director 1

Non-Member Director

Member/Director 2

Member/Director 3

Member/Director 4

Shareholders of the Company

Non-Officeholder Shareholder 1

Details of this Shareholding

Shareholder's Name

Shareholder's Address

Non-Officeholder Shareholder 2

Details of this Shareholding

Shareholder's Name

Shareholder's Address

Non-Officeholder Shareholder 3

Details of this Shareholding

Shareholder's Name

Shareholder's Address

Non-Officeholder Shareholder 4

Details of this Shareholding

Shareholder's Name

Shareholder's Address

Lodgement Details

Applicant's Name

ABN/TFN Registration

Applicant's Address

Special Purpose Company Declaration

Consent