Existing Corporate Trustee
Please provide your current Company Trustee name here.
The address for your SMSF will be transferred to Supervision after the fund has been transferred.
Member Trustee or Director Details 1
- Please provide all your legally required names.
DD slash MM slash YYYY
If you are already a Company Director without a Director ID, you will need to create a Directors ID. If you do not have an ID as yet, you can still proceed with this application, but during the establishment process, you will need to establish a Directors ID. Please leave this blank if you don't have a Directors ID yet.
Please specify your role and industry type.
Your drivers licence forms another part of your identity.
Please enter your drivers licence expiry.
DD slash MM slash YYYY
Your Mothers Maiden Name can be used for Identification purposes
Cannot be PO Box
- These declarations are required for every Director or Trustee of SMSF.
- The person listed as a Trustee or Director of the corporate trustee is not able to continue to hold this position.
Please seek professional advice in relation to this members ability to remain an SMSF Trustee.
If you answer "yes" to this question, please complete the roll over details if you have them, otherwise, Supervision will complete the Roll Overs after gathering information from the client.
Member 1- Roll Over 1
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member 1- Roll Over 2
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member 1- Roll Over 3
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member Trustee or Director Details 2
- Please provide all your legally required names.
DD slash MM slash YYYY
If you are already a Company Director without a Director ID, you will need to create a Directors ID. If you do not have an ID as yet, you can still proceed with this application, but during the establishment process, you will need to establish a Directors ID. Please leave this blank if you don't have a Directors ID yet.
Please specify your role and industry type.
Your drivers licence forms another part of your identity.
Please enter your drivers licence expiry.
DD slash MM slash YYYY
Your Mothers Maiden Name can be used for Identification purposes
Cannot be PO Box
- These declarations are required for every Director or Trustee of SMSF.
- The person listed as a Trustee or Director of the corporate trustee is not able to continue to hold this position.
Please seek professional advice in relation to this members ability to remain an SMSF Trustee.
If you answer "yes" to this question, please complete the roll over details if you have them, otherwise, Supervision will complete the Roll Overs after gathering information from the client.
Member 2- Roll Over 1
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member 2- Roll Over 2
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member 2- Roll Over 3
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member Trustee or Director Details 3
- Please provide all your legally required names.
DD slash MM slash YYYY
If you are already a Company Director without a Director ID, you will need to create a Directors ID. If you do not have an ID as yet, you can still proceed with this application, but during the establishment process, you will need to establish a Directors ID. Please leave this blank if you don't have a Directors ID yet.
Your drivers licence forms another part of your identity.
Please enter your drivers licence expiry.
DD slash MM slash YYYY
Your Mothers Maiden Name can be used for Identification purposes
Cannot be PO Box
- These declarations are required for every Director or Trustee of SMSF.
- The person listed as a Trustee or Director of the corporate trustee is not able to continue to hold this position.
Please seek professional advice in relation to this members ability to remain an SMSF Trustee.
If you answer "yes" to this question, please complete the roll over details if you have them, otherwise, Supervision will complete the Roll Overs after gathering information from the client.
Member 3- Roll Over 1
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member 3- Roll Over 2
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member 3- Roll Over 3
Enter the details for this members Roll Overs
This field is hidden when viewing the form
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member Trustee or Director Details 4
- Please provide all your legally required names.
DD slash MM slash YYYY
If you are already a Company Director without a Director ID, you will need to create a Directors ID. If you do not have an ID as yet, you can still proceed with this application, but during the establishment process, you will need to establish a Directors ID. Please leave this blank if you don't have a Directors ID yet.
Your drivers licence forms another part of your identity.
Please enter your drivers licence expiry.
DD slash MM slash YYYY
Your Mothers Maiden Name can be used for Identification purposes
Cannot be PO Box
- These declarations are required for every Director or Trustee of SMSF.
- The person listed as a Trustee or Director of the corporate trustee is not able to continue to hold this position.
Please seek professional advice in relation to this members ability to remain an SMSF Trustee.
If you answer "yes" to this question, please complete the roll over details if you have them, otherwise, Supervision will complete the Roll Overs after gathering information from the client.
Member 4- Roll Over 1
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member 4- Roll Over 2
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member 4- Roll Over 3
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member Trustee or Director Details 5
- Please provide all your legally required names.
DD slash MM slash YYYY
If you are already a Company Director without a Director ID, you will need to create a Directors ID. If you do not have an ID as yet, you can still proceed with this application, but during the establishment process, you will need to establish a Directors ID. Please leave this blank if you don't have a Directors ID yet.
Your drivers licence forms another part of your identity.
Please enter your drivers licence expiry.
DD slash MM slash YYYY
Your Mothers Maiden Name can be used for Identification purposes
Cannot be PO Box
- These declarations are required for every Director or Trustee of SMSF.
- The person listed as a Trustee or Director of the corporate trustee is not able to continue to hold this position.
Please seek professional advice in relation to this members ability to remain an SMSF Trustee.
If you answer "yes" to this question, please complete the roll over details if you have them, otherwise, Supervision will complete the Roll Overs after gathering information from the client.
Member 5- Roll Over 1
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member 5- Roll Over 2
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member 5- Roll Over 3
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member Trustee or Director Details 6
- Please provide all your legally required names.
DD slash MM slash YYYY
If you are already a Company Director without a Director ID, you will need to create a Directors ID. If you do not have an ID as yet, you can still proceed with this application, but during the establishment process, you will need to establish a Directors ID. Please leave this blank if you don't have a Directors ID yet.
Your drivers licence forms another part of your identity.
Please enter your drivers licence expiry.
DD slash MM slash YYYY
Your Mothers Maiden Name can be used for Identification purposes
Cannot be PO Box
- These declarations are required for every Director or Trustee of SMSF.
- The person listed as a Trustee or Director of the corporate trustee is not able to continue to hold this position.
Please seek professional advice in relation to this members ability to remain an SMSF Trustee.
If you answer "yes" to this question, please complete the roll over details if you have them, otherwise, Supervision will complete the Roll Overs after gathering information from the client.
Member 6- Roll Over 1
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member 6- Roll Over 2
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
Member 6- Roll Over 3
Enter the details for this members Roll Overs
This is the name of the members current Superannuation fund, which is going to be rolled over to this SMSF.
ABN of the Superannuation Fund that is being rolled over to the SMSF.
Please type the unique superannuation identifier for the Superannuation fund you want rolled into the SMSF.
Select how much you would like to Roll Over to this SMSF.
Please select the amount that you would like to roll over.
