Transfer an existing SMSF

Member details

Are all Individual Trustees Members?*

Yes
No

Are all the Directors members of the SMSF*

Yes
No

Are there situations we should be aware of?*

Any information in regards to Alternate Directors/ EPOAs etc.

Non-Member Director name*

Prefix First Middle Last

Non-Member Director gender*

Male
Female

Non-member Director street address*

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

Non-member Director Date of Birth*

DD

MM

YYYY

Non-member Director Identification No. (DIN)*

Non-member Director Specific Occupation*

Please be as detailed as possible, we cannot accept "Manager" we require the Industry as well.

Non-Member Director Town & State of Birth*

City State / Province / Region Country

Non-Member Director mobile phone*

Non-Member Director email address*

Non-Member Trustee Name*

Prefix First Middle Last

Non-member Trustee gender*

Male
Female

Non-member Trustee street address*

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

Non-member Trustee Date of Birth*

DD

MM

YYYY

Non-member Trustee Email*

Non-member Trustee Mobile Phone*

How many members in the fund*

Member 1 Name*

Prefix First Middle Last

Member 1 Have they ever changed their name?

Yes
No

Member 1 What was the prior name?

Member 1 Street Address*

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

Member 1 Mobile Phone Number*

Member 1 Email Address*

Member 1 Gender*

Male
Female

Member 1 Date of birth*

DD

MM

YYYY

Member 1 Specific Occupation*

Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.

Member 1 Town & Country of birth*

City Country

Member 1 TFN*

Member 2 Name*

Prefix First Middle Last

Member 2 Have they ever changed their name?*

Yes
No

Member 2 What was the prior name?

Member 2 Is the street address the same as member 1?*

Yes
No

Member 2 street address*

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

Member 2 mobile phone number*

Member 2 email address*

Member 2 Gender*

Male
Female

Member 2 date of birth*

DD

MM

YYYY

Member 2 Specific Occupation*

Please be as detailed as possible. We cannot accept "Manager" we require detailed about the Industry as well.

Member 2 Town & Country of Birth*

City Country

Member 2 TFN*

Member 3 Name*

Prefix First Middle Last

Member 3 Have they ever changed their name?*

Yes
No

Member 3 What was the prior name?*

Member 3 Is the street address the same as member 1?*

Yes
No

Member 3 street address*

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

Member 3 Mobile Phone Number*

Member 3 Email Address*

Member 3 Gender*

Male
Female

Member 3 Date of Birth*

DD

MM

YYYY

Member 3 Specific Occupation*

Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.

Member 3 Town & Country of Birth*

City Country

Member 3 TFN*

Member 4 Name*

Prefix First Middle Last

Member 4 Have they ever changed their name?

Yes
No

Member 4 What was the prior name?

Member 4 Is the street address the same as member 1?*

Yes
No

Member 4 street address*

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

Member 4 Mobile Phone Number*

Member 4 Email Address*

Member 4 Gender*

Male
Female

Member 4 Date of Birth*

DD

MM

YYYY

Member 4 Specific Occupation

Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.

Member 4 Town & Country of Birth*

City Country

Member 4 TFN*

Member 5 Name*

Prefix First Middle Last

Member 5 Have they ever changed their name?

Yes
No

Member 5 What was the prior name?

Member 5 Is the street address the same as member 1?*

Yes
No

Member 5 street address*

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

Member 5 Mobile Phone Number*

Member 5 Email Address*

Member 5 Gender*

Male
Female

Member 5 Date of Birth*

DD

MM

YYYY

Member 5 Specific Occupation

Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.

Member 5 Town & Country of Birth*

City Country

Member 5 TFN*

Member 6 Name*

Prefix First Middle Last

Member 6 Have they ever changed their name?

Yes
No

Member 6 What was the prior name?

Member 6 Is the street address the same as member 1?*

Yes
No

Member 6 street address*

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

Member 6 Mobile Phone Number*

Member 6 Email Address*

Member 6 Gender*

Male
Female

Member 6 Date of Birth*

DD

MM

YYYY

Member 6 Specific Occupation

Please be as detailed as possible. We cannot accept "Manager" we require detail about the Industry as well.

Member 6 Town & Country of Birth*

City Country

Member 6 TFN*

Transfer an existing SMSF

Step 1 of 3

Order Details:

Fund Details:

Member details

Previous Administrator/ Accountant Details

Investments

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