Change of Member or Director

Adviser Name*

First Last

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

Super Fund Name*

Are you adding a:*

To select both options please hold the "CTRL" key while choosing. To add an Individual Trustee please use the "Change of Trustee" form.

How many Directors/ Members are you adding?*

Company name*

Company ACN*

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

1. Full Name*

Prefix First Middle Last

1. Any prior names?*

Yes
No

1. Prior name*

First Middle Last

1. Street address*

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

1. Date of birth*

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*

1. Director Identification Number

Required ONLY if the member is also a director

1. Mobile phone number*

1. Email*

1. Are they to be appointed a Company Secretary?*

Yes
No

1. Are they to be appointed a Public Officer*

Yes
No

1. Are they to be appointed a Shareholder?*

Yes
No

1. Number of Ordinary Shares*

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

Additional Information

2. Full Name*

Prefix First Middle Last

2. Any prior names?*

Yes
No

2. Prior name*

First Middle Last

2. Date of birth*

2. Street address*

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

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*

2. Director Identification Number

Required ONLY if the member is also a director

2. Mobile phone number*

2. Email*

2. Are they to be appointed a Company Secretary?*

Yes
No

2. Are they to be appointed a Public Officer*

Yes
No

2. Are they to be appointed a Shareholder?*

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

Change of Member or Director

Change of Member or Director (Corporate Trustee Fund).

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