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Home
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About Us
Forms
- Our Forms
- ATO Forms
News
Contact Us

Home
Our Solutions
About Us
Forms
- Our Forms
- ATO Forms
News
Contact Us

Deed Upgrade Application

SMSF / Resources / Forms / Deed Upgrade Application

Deed Upgrade Application.

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

Step 1 of 4

25%

ORDER DETAILS:
Adviser*
First Last
Adviser Email*
Are you an existing adviser with us?*
- Yes
- No
Adviser Company Name
Adviser Phone
Adviser Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
FUND DETAILS:
Fund Name*
Fund Establishment Date*

DD
MM
YYYY
Any Prior Amendments?*
- Yes
- No
Number of Amendments
Date of 1st Amendment

DD
MM
YYYY
Date of 2nd Amendment

DD
MM
YYYY
Date of 3rd Amendment

DD
MM
YYYY
Date of 4th Amendment

DD
MM
YYYY
Date of 5th Amendment

DD
MM
YYYY
Fund ABN*

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MEMBER DETAILS:
Number of Members*
Member 1:
Member 1 Name*
First Middle Last
Member 1 Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Member 1 Date of Birth*

DD
MM
YYYY
Member 2:
Member 2 Name*
First Middle Last
Is the Member Address the same as above?*
- Yes
- No
Member 2 Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Member 2 Date of Birth

DD
MM
YYYY
Member 3:
Member 3 Name*
First Middle Last
Is the Member Address the same as above?*
- Yes
- No
Member 3 Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Member 3 Date of Birth*

DD
MM
YYYY
Member 4:
Member 4 Name*
First Middle Last
Is the Member Address the same as above?*
- Yes
- No
Member 4 Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Member 4 Date of Birth*

DD
MM
YYYY

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TRUSTEE DETAILS:
Does the fund have individual Trustees?
- Yes
- No
Number of Trustees
Are all Members, Trustees of the Fund?*
- Yes
- No
Trustee 1:
Trustee 1 Name
First Middle Last
Trustee 1 Street Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Trustee 2:
Trustee 2 Name
First Middle Last
Trustee 2 Street Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Trustee 3:
Trustee 3 Name
First Middle Last
Trustee 3 Street Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Trustee 4:
Trustee 4 Name
First Middle Last
Trustee 4 Street Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Does the fund have a Corporate Trustee?
- Yes
- No
Company Name
ACN
Is SMSF Alliance the Registered Address for the Corporate Trustee?
- Yes
- No
Registered Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Director 1 Full Name
First Last
Director 2 Full Name
First Last
Director 3 Full Name
First Last
Director 4 Full Name
First Last
PRINCIPAL EMPLOYER:
Does the fund have a principal employer or employer sponsor?*
- Yes
- No
Principal Employer Name
First Last
Principal Employer Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Signatory
Is the principal employer being removed?
- Yes
- No
Additional Information

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PAYMENT:
Deed Upgrade Application Fee
Fee (inclusive of GST)
$ 0.00
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*

American Express
MasterCard
Visa
Card Number Expiration Date Security Code Cardholder Name
CHECKLIST:
Please attach a full copy of the Establishing Deed and subsequent amendments below. If SMSF Alliance are your administrators you do not have to provide copies of your Trust Deeds.
File

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About

We care about the relationships we have with you and, most importantly, the relationships you have with your clients. Front of mind is always that the SMSFs you entrust to us remain your clients, not ours.

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A: 433 Logan Road, Stones Corner QLD 4120

P: 1300 809 933

E: customercare@smsfalliance.com.au

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