Deed Upgrade Application

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

Trustee 5:

Trustee 5 Name

First Middle Last

Trustee 5 Street Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Trustee 6:

Trustee 6 Name

First Middle Last

Trustee 6 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 Middle Last

Director 2 Full Name

First Middle Last

Director 3 Full Name

First Middle Last

Director 4 Full Name

First Middle Last

Director 5 Full Name

First Middle Last

Director 6 Full Name

First Middle 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

Deed Upgrade Application

Step 1 of 4

ORDER DETAILS:

FUND DETAILS:

MEMBER DETAILS:

Member 1:

Member 2:

Member 3:

Member 4:

Member 5:

Member 6:

TRUSTEE DETAILS:

Trustee 1:

Trustee 2:

Trustee 3:

Trustee 4:

Trustee 5:

Trustee 6:

PRINCIPAL EMPLOYER:

PAYMENT:

CHECKLIST:

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