Deed Upgrade Application

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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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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