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Self Managed Super Fund

Fast Track Instruction Form

Instructions are only accepted if this form is completed by your Accountant, Adviser or Lawyer with FULL PAYMENT.

1. Name of Self Managed Super Fund (SMSF)?

The

Superannuation Fund

2. Full Name of Member?

First, Second, Surname

3. Who is your Trustee?

Your SMSF must have 2 trustees (human beings) or a company as the trustee.

3.1 My SMSF has 2 Individual Trustees:

I (the Member) am the 1st Trustee and the 2nd Trustee is

Just to confuse the issue, your 2nd Trustee can be anyone over 18 and can even be your "Employer", if they are "related" to you.

3.2 I want a Corporate Trustee

Name of Company:

Company ACN:

The company that will be your SMSF should have no other role. It should exist solely to be trustee of your SMSF. You may be the sole Director. If you have a 2nd Director make sure that the 2nd Director is not your "Employer". The number of Directors available is limited to 2.

4. What is your postal address that you want to appear in the Superannuation Deed?

Address:

City:
State:
Postcode:
Country:

5. Name and correspondence of your Adviser.

Adviser’s Name:
Adviser’s Firm:
Firm’s Address:
Adviser’s Work #:
Adviser’s Fax #:
Adviser’s E-mail:

A manual on SMSF's is available from the www.TaxLawyers.com.au web site, follow this link...

Self Managed Super Fund

Fast Track Instruction Form

1. Name of Self Managed Super Fund (SMSF)?

2. Full Name of Member?

3. Who is your Trustee?

3.1 My SMSF has 2 Individual Trustees:

3.2 I want a Corporate Trustee

4. What is your postal address that you want to appear in the Superannuation Deed?

5. Name and correspondence of your Adviser.