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Add a Member or Director (Corporate Trustee Fund)

IMPORTANT: This application cannot be finalised unless each new director’s Director Identification Number is supplied where requested. If you have any questions please do not hesitate to contact us via our portal or, if a more immediate response is required, on 1300 809 933.

If you have any questions please do not hesitate to contact us on 1300 809 933.

This form is to add a member and Trustee/ Director to the SMSF. It can also be used if only adding a Director (non-member Director). If you are wanting to add an Individual Trustee to a fund, please use the Change of Trustee form on our site.

"*" indicates required fields

Name of Person Completing Form*

First Last

Email of Person Completing Form*

This email address will receive a confirmatory email when this form has been successfully submitted.

Are you completing this form on behalf of the adviser?*

Yes

No

Adviser Name*

First Last

The adviser will receive a copy on submission.

Adviser Email*

Are you an existing adviser with us?*

Yes

No

Adviser Company Name*

Adviser Phone*

Adviser Address*

Street Address City State / Province / Region ZIP / Postal Code Country

Acknowledgement*

SMSF Alliance can not complete the documentation for the appointment of a Director if we are not the Registered Agent.

SMSF Alliance are the Registered Agents for this Company

Super Fund Name*

Company name*

Company ACN*

Do you wish to:*

Add a director only

Add a director who is also a member

How many Directors are you adding?*

From what date is the change required?*

ASIC will only allow free changes within 14 days, any changes outside the 14 days will incur substantial ASIC fees.

MM slash DD slash YYYY

1. Full Name*

Prefix First Middle Last

1. Any prior names?*

Yes

No

1. Prior name*

First Middle Last

1. Is this director also a member of the fund?*

Yes

No

1. Street address*

Street Address City State / Province / Region ZIP / Postal Code Country

1. Date of birth*

Day

Month

Year

1. Specific occupation*

Please be as detailed as possible, we cannot accept "Manager" we require the Industry as well.

1. Town & State of birth*

City State / Province / Region

1. Personal Tax File Number*

TBA is not a valid response.

1. Director Identification Number

The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)

1. Mobile phone number*

1. Email*

1. Is this director to be appointed a Company Secretary?*

There can be more than one.

Yes

No

1. Is this director to be appointed a Public Officer?*

There can be more than one.

Yes

No

1. Is this director to be issued Shares?*

Yes

No

1. Number of Ordinary Shares*

Please advise in additional information if the shares are to be jointly held instead of personally held.

2. Full Name*

Prefix First Middle Last

2. Any prior names?*

Yes

No

2. Prior name*

First Middle Last

2. Is this director also a member of the fund?*

Yes

No

2. Street address*

Street Address City State / Province / Region ZIP / Postal Code Country

2. Date of birth*

Day

Month

Year

2. Specific occupation*

Please be as detailed as possible, we cannot accept "Manager" we require the Industry as well.

2. Town & State of birth*

City State / Province / Region

2. Personal Tax File Number*

TBA is not a valid response.

2. Director Identification Number

The director identification number MUST be provided BEFORE THIS APPLICATION CAN BEGIN TO BE PROCESSED so if you don’t know it yet, please skip this question, complete the rest of the form and save it. Please DO NOT SUBMIT IT. On saving, you will be sent a link so you can return to the form, include the DIN, and submit it. (Note that the link will expire in 28 days.)

2. Mobile phone number*

2. Email*

2. Is this director to be appointed a Company Secretary?*

There can be more than one.

Yes

No

2. Is this director to be appointed a Public Officer?*

There can be more than one.

Yes

No

2. Is this director to be issued Shares?*

Yes

No

2. Number of Ordinary Shares*

Please advise in additional information if the shares are to be jointly held instead of personally held.

Additional Information

Addition of Member/Director Fee

Fee (inclusive of GST)

How will you be paying?*

Fee authority is only available to funds that we administer and have an active billing authority for.

Fee Authority on File

Credit Card

Credit Card

Card Details

Cardholder Name

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