Deed Upgrade Application

ORDER DETAILS:

Name of Person Completing this Form*

First Last

Email Address*

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

Phone Number*

You are*

an adviser
a trustee

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

Yes
No

Adviser Name*

The adviser will receive a copy on submission.

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*

Any Prior Amendments?*

Yes
No

Number of Amendments

Date of 1st Amendment

Date of 2nd Amendment

Date of 3rd Amendment

Date of 4th Amendment

Date of 5th Amendment

Fund ABN*

Do you require QROPS wording*

Yes
No

Do we administer this fund?*

Yes
No

Note that we will not arrange formal HMRC approval unless we are administering the SMSF.*

Acknowledged

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*

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

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*

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*

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

PAYMENT:

Deed Upgrade

Price:

Official HMRC Approval

Price:

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

How will you be paying?*

Credit Card

Credit Card

Card Details

Cardholder Name

CHECKLIST:

Please provide all copies of any Trust Deeds created from Establishment including any variations, change of trustees or rectifications. If any fund minutes have a binding effect on the fund rules, please also include a copy of these so we can ensure that the upgrade includes these permanent changes. If any trustee is acting as an attorney, please include a copy of this document. If any permanent document has been lost please note, in additional information, the document type, approximate date of the document and the reason it was lost (ie. floods etc) so that we may include it in the historical data of the fund. It is important to still reference a document even if it is not able to be located.

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Deed Upgrade Application

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

ORDER DETAILS:

FUND DETAILS:

MEMBER DETAILS:

Member 1:

Member 2:

Member 3:

Member 4:

TRUSTEE DETAILS:

Trustee 1:

Trustee 2:

Trustee 3:

Trustee 4:

PRINCIPAL EMPLOYER:

PAYMENT:

CHECKLIST:

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