INDIVIDUAL TRUSTEES

$350.00 (Inc. GST)

Fund Details
Residential Address
Postal Address

Trustee 1 /Beneficiary 1 (Compulsory) Trustee 2 /Beneficiary 2 (Compulsory) Trustee 3 /Beneficiary 3 (Optional) Trustee 4 /Beneficiary 4 (Optional)
Title
First Name (as per ATO records)
Middle Name
Surname
Personal Email Address
Tax File Number
Date of Birth
Occupation
Specific Field of Work
Is this trustee an undischarged bankrupt?
Has this trustee ever been convicted for dishonest conduct?
Has this trustee ever received a civil penalty order?
Has this trustee ever been a disqualified person by the regulator (ATO or APRA)?
Is the trustee a Resident of Australia?

  • As Trustees of the SMSF, as set out above, we request and authorise Superannuation Warehouse to be the administrator of the Fund, act as tax agent and appoint an auditor.
  • The default Death Benefit Nomination is set up to transferring the death benefit from Trustee 1 to Trustee 2 and vice versa where there is 2 Trustees. For any other death benefits, please note this in the “Notes” section below.
  • $39
  • $79
  • Macquarie Bank Account Set-up
  • Macquarie Online Trading Account
Total
$350.00