New SMSF1 Order Details2 Review & SubmitTagFinancialTrigger for tagfinancial coverNoYesMembershipGold MembershipSilver MembershipBronze MembershipFree MembershipGlenister MembershipReference*Fund DetailsFund Name*State Law to govern the Fund*- Select One -ACTNSWNTQLDSATASVICWAEstablishment Date Leave blank if you do not want the date populated in the fund's Deed and other establishing documentsFrom 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?*- Please select -YesNoA 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 AddressCare OfFund Address*Manual address overrideManual Address InputLevel, Floor, Unit, Office, SuiteStreet Number and Name*Suburb*State*- Select One -ACTNSWNTQLDSATASVICWAPostcode*Trustee DetailsTrustee Type*- Select One -IndividualsCompany - Already RegisteredWas the Trustee Company previously ordered through Smarter SMSF?- Select One -YesNoSelect the company name?- Select One -The Building Products Group HoldingsWJAA InvestmentsJack and PipNon-Member TrusteeDetails of the Non-Member, Second Individual TrusteePlease 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 FundTitle*- Select One -MsMissMrsMrDrMasterRev (Reverend)Fr (Father)Prof (Professor)Hon (Honorable)Individual Trustee 2 - Given Names*Individual Trustee 2 - Family Name*Gender*- Select One -MaleFemaleTrustee's Residential Address*- Select One -Other AddressIndividual Trustee 2 - Address Search*Manual address overrideManual Address InputLevel, Floor, Unit, Office, SuiteStreet Number and Name*Suburb*State*- Select One -ACTNSWNTQLDSATASVICWAPostcode*Corporate TrusteeCorporate Trustee Name*Corporate Trustee ACN*Date of Incorporation*Corporate Trustee AddressCare of (C/-)Corporate Trustee Registered Address*- Select One -Other AddressCompany Address Search*Manual address overrideManual Address InputLevel, Floor, Unit, Office, SuiteStreet Number and Name*Suburb*State*- Select One -ACTNSWNTQLDSATASVICWAPostcode*DirectorsDoes the Company have an additional Director who is not a Member of the Fund?*- Select One -YesNoNon-Member DirectorTitle*- Select One -MsMissMrsMrDrMasterRev (Reverend)Fr (Father)Prof (Professor)Hon (Honorable)Director 2 - Given Names*Director 2 - Family Name*Gender*- Select One -MaleFemaleDirector's Residential Address*- Select One -Other AddressManual address overrideManual Address InputLevel, Floor, Unit, Office, SuiteStreet Name and Number*Suburb*State*- Select One -ACTNSWNTQLDSATASVICWAPostcode*Member DetailsHow many Members will the Fund have?*- Select One -123456Death Benefit Nomination (DBN)Do you wish to prepare DBNs for each member?*- Select One -YesNoNB. This will generate templates only. You can customise DBNs, by completing the Death Benefit Nomination form.What type of DBNs do you wish to generate?*- Select One -Non-binding DBNBinding DBNBothMember 1Title*- Select One -MsMissMrsMrDrMasterRev (Reverend)Fr (Father)Prof (Professor)Hon (Honorable)Given Names 1*Family Name 1*Gender*- Select One -MaleFemaleDate of Birth*TFNMember 1 Residential Address*- Select One -Other AddressMember 1 Address Search*Manual address overrideManual Address InputLevel, Floor, Unit, Office, SuiteStreet Number and Name*Suburb*State*- Select One -ACTNSWNTQLDSATASVICWAPostcode*Member 2Title*- Select One -MsMissMrsMrDrMasterRev (Reverend)Fr (Father)Prof (Professor)Hon (Honorable)Given Names 2*Family Name 2*Gender*- Select One -MaleFemaleDate of Birth*TFNMember 2 Residential Address*- Select One -Other AddressMember 2 Address Search*Manual address overrideManual Address InputLevel, Floor, Unit, Office, SuiteStreet Number and Name*Suburb*State*- Select One -ACTNSWNTQLDSATASVICWAPostcode*Member 3Title*- Select One -MsMissMrsMrDrMasterRev (Reverend)Fr (Father)Prof (Professor)Hon (Honorable)Given Names 3*Family Name 3*Gender*- Select One -MaleFemaleDate of Birth*TFNMember 3 Residential Address*- Select One -Other AddressMember 3 Address Search*Manual address overrideManual Address InputLevel, Floor, Unit, Office, SuiteStreet Number and Name*Suburb*State*- Select One -ACTNSWNTQLDSATASVICWAPostcode*Member 4Title*- Select One -MsMissMrsMrDrMasterRev (Reverend)Fr (Father)Prof (Professor)Hon (Honorable)Given Names 4*Family Name 4*Gender*- Select One -MaleFemaleDate of Birth*TFNMember 4 Residential Address*- Select One -Other AddressMember 4 Address Search*Manual address overrideManual Address InputLevel, Floor, Unit, Office, SuiteStreet Number and Name*Suburb*State*- Select One -ACTNSWNTQLDSATASVICWAPostcode*Member 5Title*- Select One -MsMissMrsMrDrMasterRev (Reverend)Fr (Father)Prof (Professor)Hon (Honorable)Given Names 5*Family Name 5*Gender*- Select One -MaleFemaleDate of Birth*TFNMember 5 Residential Address*- Select One -Other AddressMember 5 Address Search*Manual address overrideManual Address InputLevel, Floor, Unit, Office, SuiteStreet Number and Name*Suburb*State*- Select One -ACTNSWNTQLDSATASVICWAPostcode*Member 6Title*- Select One -MsMissMrsMrDrMasterRev (Reverend)Fr (Father)Prof (Professor)Hon (Honorable)Given Names 6*Family Name 6*Gender*- Select One -MaleFemaleDate of Birth*TFNMember 6 Residential Address*- Select One -Other AddressMember 6 Address Search*Manual address overrideManual Address InputLevel, Floor, Unit, Office, SuiteStreet Number and Name*Suburb*State*- Select One -ACTNSWNTQLDSATASVICWAPostcode*Trustee Meeting AddressTrustee Meeting Address*- Select One -Other AddressTrustee Meeting Address*Manual address overrideManual Address InputLevel, Floor, Unit, Office, SuiteStreet Number and Name*Suburb*State*- Select One -ACTNSWNTQLDSATASVICWAPostcode*ChairmanWho will be Chairperson?*- Select One -{all_fields:nohidden, noadmin}EmailCoupon Credit Card*American ExpressDiscoverMasterCardVisaCard Number Month010203040506070809101112 Year20232024202520262027202820292030203120322033203420352036203720382039204020412042 Expiration Date Security Code Cardholder NameAlternate Email AddressNew SMSFTotal$ 0.00
