Client – Super SMSF Instruction Form
SMSF Instruction Form for a printable version <Click Here>
Alternatively fill the form in on-line here: <Click Here>
How to Setup a Super SMSF Instruction Form
| Member 1 – Your Full Name – First, Middle last in CAPITALS and Date of Birth. | |
| Member 1 – Date of Birth | |
| Member 1 – residential address | |
| Member 1 – Tax File Number: | |
| Member 1 – current superannuation fund name (if any), policy number, address: | 1.Name:____________________ 2.Policy No: _________________ 3 Address: ___________________ Postcode: ___________________ State: _____ |
| Member 1 – Do you currently have insurance in your superannuation Fund Yes or No: | ______ |
| Member 1 – Do you want a binding death benefit nomination? Many do not but you should read more to understand what it is <link to Estate – Planning for when you die> Please say Yes or No or <ask a question?> | ______ |
| Other persons names to be members of the superfund – there are restrictions on who can be a member of the fund. | |
| Member 2 – Enter whether this member is your Spouse/Parent/Child/Brother/ Sister/Other <relative> |
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| Member 2 – Full Name – First, Middle last in CAPITALS | |
| Member 2 – Date of Birth | |
| Member 2 – residential address | |
| Member 2 – Tax File Number: | |
| Member 2 – current superannuation fund name (if any), policy number, address: | 1.Name:____________________ 2.Policy No: _________________ 3 Address: ___________________ Postcode: ___________________ State: _____ |
| Member 2 – Do you currently have insurance in your superannuation Fund Yes or No: | ______ |
| Member 2 – Do you want a binding death benefit nomination? Many do not but you should read more to understand what it is <link to Estate – Planning for when you die>. Please say Yes or No or <ask a question?> | ______ |
| Member 3 – Enter whether this member is your Spouse/Parent/Child/Brother/ Sister/Other <relative> |
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| Member 3 – Full Name – First, Middle last in CAPITALS | |
| Member 3 – Date of Birth | |
| Member 3 – residential address | |
| Member 3 – Tax File Number: | |
| Member 3 – current superannuation fund name (if any), policy number, address: | 1.Name:____________________ 2.Policy No: _________________ 3 Address: ___________________ Postcode: ___________________ State: _____ |
| Member 3 – Do you currently have insurance in your superannuation Fund Yes or No: | ________ |
| Member 3 – Do you want a binding death benefit nomination? Many do not but you should read more to understand what it is <link to Estate – Planning for when you die>. Please say Yes or No or <ask a question?> | ______ |
| Member 4 – Enter whether this member is your Spouse/Parent/Child/Brother/ Sister/Other <relative> |
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| Member 4 – Full Name – First, Middle last in CAPITALS | |
| Member 4 – Date of Birth | |
| Member 4 – residential address | |
| Member 4 – Tax File Number: | |
| Member 4 – current superannuation fund name (if any), policy number, address: | 1.Name:____________________ 2.Policy No: _________________ 3 Address: ___________________ Postcode: ___________________ State: _____ |
| Member 4 – Do you currently have insurance in your superannuation Fund Yes or No: | |
| Member 4 – Do you want a binding death benefit nomination? Many do not but you should read more to understand what it is <link to Estate – Planning for when you die>. Please say Yes or No or <ask a question?> | ______ |
| To qualify as a SMSF your Super SMSF must have a trustee, you have 2 choices: | |
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Option: _______If you select Option B, then we will create the Company and Trust as Your Surname Pty Ltd as trustee for the (your initials)-Super Fund, for example my Name is Richard Philip Lambe so it would be “Lambe Pty Ltd as trustee for the Lambe Super Fund”Where the company name has already been used we will use a variation of it. |
| If you want your Superfund to borrow for example to purchase property, then we will create the Company and Trust as Your Surname Pty Ltd as trustee for the (your initials)-Investment Trust, for example my Name is Richard Philip Lambe so it would be “Lambe Pty Ltd as trustee for the RPL-Investment Trust” | |
| Employer Details | Name: __________________________ A.C.N. number ___________________ (if known) Address: ______________________________Which members does the employer provide super for? (1,2,3 or 4) __________. |
Relative means a spouse, former spouse, parent, child, grandparent, sibling (brother/sister), aunt, uncle, great-aunt/uncle, nephew, niece, first or second cousin.
Contact us or call us for more information.