Establishment of a New Fund

IMPORTANT: If this application includes the establishment of a new corporate trustee it cannot be finalised unless each new director’s Director Identification Number is supplied where requested. Also, we will need either a copy of a drivers licence or a passport for each trustee/director to be uploaded with this application. Lastly, if this application is for a QROPS fund, the corporate trustee option is mandatory. If you have any questions please do not hesitate to contact us via our portal or, if a more immediate response is required, on 1300 809 933.