New Smarter SMSF document platform now available in beta for all users ORDER NOW

0

Dashboard
Learn
- Courses
Documents
Support
- Support Tickets
Knowledge Base
My Account
Class integration
Document Reports

SMSF Change of Trustee test

Home
SMSF Change of Trustee test

SMSF Change of Trustee (2)

Use this form to change a SMSF's trustee.

1 Fund & Existing Trustee

2 Change of Trustee details

3 Trustee Meeting

4 Review & Submit

Your Ref*
Fund Details
Fund Name*
Fund Establishment Date*
State Law governing the Fund*
What type of Trustee Change are you making?*
Who holds the power to appoint and/or remove a trustee of the Fund?*
Fund Address
Fund Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Fund Variation History
Has the Fund's Deed been varied since establishment?*
No Amendment
No amendments have been made to the original deed.
How many times?*
Date of 1st Variation*
Variation 1
The original Deed was amended by further Deed dated {296} (“the current Deed”).
Date of 2nd Variation*
Variation 2
The original Deed was amended by further Deeds dated {296} and {295} (“the current Deed”).
Date of 3rd Variation*
Variation 3
The original Deed was amended by further Deeds dated {296}, {295} and {297} (“the current Deed”).
Date of 4th Variation*
Variation 4
The original Deed was amended by further Deeds dated {296}, {295}, {297} and {325} (“the current Deed”).
Trustee removal details
How is the trustee being removed?*
Recital C. - Retire
By {401} {326} of the current Deed, the Trustee is to retire.
Rectial E. - Retire
The Retiring Trustee intends to retire as Trustee of the Fund.
Clause 2 - Retire
The Retiring Trustee declares and confirms its retirement as Trustee of the Fund and is to take effect as and from the date of execution of this Deed.
Recitals C. - Resign
By {401} {326} of the current Deed, the Trustee is to resign.
Recitals E. - Resign
The Retiring Trustee intends to resign as Trustee of the Fund.
Clause 2 - Resign
The Retiring Trustee declares and confirms its resignation as Trustee of the Fund and is to take effect as and from the date of execution of this Deed.
Recital C. - Dismissal
By {401} {326} of the current Deed the {560} have the power to dismiss a Trustee.
Recital E. - Dismissed
The Retiring Trustee has been dismissed as Trustee of the Fund.
Recital C. - Removal
Recital E. - Remove
Clause 2 - Dismissal
The Retiring Trustee is dismissed as Trustee of the Fund taking effect from the date of execution of this Deed.
Rule/Clause in current Deed allowing for removal?*
Rule 2.5 of the Smarter SMSF Deed allows for the removal of a Trustee by retirement, resignation or have otherwise been dismissed.
Trustee appointment details
Rule/Clause in current Deed allowing for appointment?*
Rule 2.4 of the Smarter SMSF Deed allows for the appointment of a Trustee by way of Deed provided the Fund remains a complying SMSF.
Rule or Clause in Current Deed?*
Current Trustee Details
Continuing Trustee Details
Company Name*
ACN*
Corporate Trustee Registered Address
Corporate Trustee Registered Address*
Care Of
Corporate Trustee Registered Address*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Directors of Corporate Trustee
How many directors does the Corporate Trustee have?*
Include all directors of the corporate trustee of the fund, both those directors who are continuing and those that are being removed.
Individual Trustees
How many Individual Trustees does the Fund have?*
Please include all of the trustees in the fund, whether they are being removed or not.
How many Individual Trustees are continuing?*
Include details of the individual trustees of the fund who are continuing only.

Do not include new individual trustees who are to be appointed or individual trustees being removed - these will be added on the next screen.
Existing Director 1 Details
Existing Trustee 1 Details
Given Names*
Family Name*
Residential Address
Residential Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Existing Director 2 Details
Existing Trustee 2 Details
Given Names*
Family Name*
Residential Address
Residential Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Existing Director 3 Details
Existing Trustee 3 Details
Given Names*
Family Name*
Residential Address*
Residential Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Existing Director 4 Details
Existing Trustee 4 Details
Given Names*
Family Name*
Residential Address*
Residential Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Additional Party
Additional Party Type*
Is Additional Party a Company or Individual?*
Additional Party Company Name*
Additional Party Company ACN*
Additional Party's Details
Given Names*
Family Name*
Additional Party - Authorised Signatory
Given Names*
Family Name*
Hidden - Add Party Signing
Additional Party's Address
Additional Party's Registered Address
Additional Party Address*
Additional Party Address*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*

Removal of Trustee Details
How many Individual Trustees being removed?*
Removed Trustee 1 Details
Given Names*
Family Name*
Residential Address
Residential Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Removed Trustee 2 Details
Given Names*
Family Name*
Residential Address*
Residential Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
New Trustee Details
Company Name*
ACN (if applicable)
Corporate Trustee Registered Address
Corporate Trustee Registered Address*
Residential Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Care Of
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Directors of Corporate Trustee
How many directors does the new Corporate Trustee have?*
Individual Trustees
How many additional individuals are being appointed as trustee?*
Director 1 Details
New Trustee 1 Details
Given Names*
Family Name*
Residential Address*
Residential Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Director 2 Details
New Trustee 2 Details
Given Names*
Family Name*
Residential Address*
Residential Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Director 3 Details
New Trustee 3 Details
Given Names*
Family Name*
Residential Address*
Residential Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Director 4 Details
New Trustee 4 Details
Given Names*
Family Name*
Residential Address*
Residential Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*
Effective Date
Effective date for change of trustee?
Leave blank if you do not want the date populated in the Change of Trustee Deed and other supporting documents.

Trustee Meeting
Trustee Meeting Date
If you leave blank, the date will not be populated in the trustee minute.
Chairperson
Who will be the chairperson?
Trustee Meeting Address
Trustee Meeting Address
Trustee Meeting Address Search*
Address is valid.
Address is invalid.
Manual Address Override
- Manual Address Input
Level, Floor, Unit, Office, Suite
Street Number and Name*
Suburb*
State*
Postcode*

{all_fields:nohidden, noadmin}
Email
Coupon
Credit Card*
American Express
Discover
MasterCard
Visa
Card Number Expiration Date Security Code Cardholder Name
SMSF Change of Trustee
Total
$ 0.00

2020 © Smarter SMSF Pty Ltd