Fund Details

Proposed Fund Name *

State of Registration *

Number of Fund Members/Trustees *

Proposed Trustee Details

Type of Trustee (Not sure? Click here for help) * 🛈

Company Name *

Registered Office of Company (physical address) *

Will the company occupy this office? *

Yes

No

Principal place of business (physical address) *

Appoint SMSF Options Pty Ltd as registered agents? *

Yes

No

IMPORTANT: Prior to establishing a new company, each Office Holder must provide consent to act in this role in writing.

Click here for a template consent (if needed).

Please email each Officer Holder's consent to admin@smsfoptions.com

Member 1 /Stakeholder Details

Title *

First Name *

Middle Name

Last Name *

Address *

Phone Number *

Email Address *

Gender *

TFN *

DOB *

Place of Birth (town,state) *

Occupation *

Capacity Member *

Member

Director/Trustee

Secretary

Public Officer

Below for Special Purpose Trustee Company only.

Number of Shares

Class/Type of Shares - ORD or:

Amount per Share

Member 2 /Stakeholder Details

Title *

First Name *

Middle Name

Last Name *

Address *

Phone Number *

Email Address *

Gender *

TFN *

DOB *

Place of Birth (town,state) *

Occupation *

Capacity Member *

Member

Director/Trustee

Secretary

Public Officer

Below for Special Purpose Trustee Company only.

Number of Shares

Class/Type of Shares - ORD or:

Amount per Share

Member 3 /Stakeholder Details

Title *

First Name *

Middle Name

Last Name *

Address *

Phone Number *

Email Address *

Gender *

TFN *

DOB *

Place of Birth (town,state) *

Occupation *

Capacity Member *

Member

Director/Trustee

Secretary

Public Officer

Below for Special Purpose Trustee Company only.

Number of Shares

Class/Type of Shares - ORD or:

Amount per Share

Member 4 /Stakeholder Details

Title *

First Name *

Middle Name

Last Name *

Address *

Phone Number *

Email Address *

Gender *

TFN *

DOB *

Place of Birth (town,state) *

Occupation *

Capacity Member *

Member

Director/Trustee

Secretary

Public Officer

Below for Special Purpose Trustee Company only.

Number of Shares

Class/Type of Shares - ORD or:

Amount per Share

Financial Advice

Do you require financial advice on the suitability of a SMSF? * 🛈

Yes

No

Advice will be provided by SMSF Options Pty Ltd as a corporate authorised representative of SMSF Advisers Network Pty Ltd, AFSL No. 430062.

Consent

Name of Applicant *

I/we am providing instruction to SMSF Options Pty Ltd (SMSF Options) to set up a Self-Managed Superannuation Fund (SMSF). I/we acknowledge that SMSF Options has offered advice on the suitability of a SMSF, but have elected to decline this service. SMSF Options has not provided any direct or indirect advice on the suitability of a SMSF, nor provided any outside influence on my/our decision to setup a fund. *

Yes

No

I/we am unaware, or have no reasonable grounds to suspect, that a person who is, or is acting as, a responsible officer of the trustee is a disqualified person as defined in section 120(1) of the Superannuation Industry (Supervision) Act 1993. *

Yes

No

I/we authorize SMSF Options to apply for an Australian Business Number (ABN) and Tax File Number (TFN) for the new Fund based on the information in this form. *

Yes

No

I/we authorize SMSF Options to submit an expression of interest form to establish a Macquarie Cash Management Application (CMA) bank account. *

Yes

No

I/we appoint Guy Wuoti of SMSF Options Pty Ltd to act as Tax Agent of the Fund and grant authority to act on the Fund’s behalf in relation to any and all Australian Taxation Office (ATO) Income Tax / Activity Statement compliance activities. *

Yes

No

Delivery Preference * 🛈

Signature of Applicant *

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Should you require further information or any assistance in completing this form, please email enquiries@smsfoptions.com or contact us on (07) 5521 0029.