New Corporate Trustee Please list 3 preferred Company names in order of preference. Please check the ASIC website for availability. Please note that you are not able to use the word "Trust" or "Bank".
Member Trustee or Director Details 1 Please provide all your legally required names.
Gender* Date of Birth* Drivers Licence Expiry Date* Please enter your Driver Licence Expiry date for Identification purposes.
Street Address* Cannot be PO Box
These declarations are required for every Director or Trustee of SMSF.
Is the Member Trustee or Director an undisclosed Bankrupt?* Has the Member Trustee or Director been convicted of dishonest conduct?* Has the Member Trustee or Director received a civil penalty order?* Has the Member Trustee or Director been disqualified by the ATO or APRA?* Is the Member/Trustee or Director a resident of Australia?* Do you have any overdue individual or related entity tax returns?* Please include any personal returns or returns of a business or entity you are associated with.
Do you have any outstanding ATO debts? Please include any personal ATO debts or ATO debts of a business or entity you are associated with.
If you answered "Yes" please complete the details required The person applying to become a Trustee or Director of the corporate trustee is disallowed from that position.
Please seek professional advice in relation to this members ability to become an SMSF Trustee.
Member Trustee or Director Details 2 Please provide all your legally required names.
Gender* Date of Birth* Drivers Licence Expiry Date* Please enter your Driver Licence Expiry date for Identification purposes.
Same Address as Member Trustee or Director 1 Street Address Cannot be PO Box
These declarations are required for every Director or Trustee of SMSF.
Is the Member Trustee or Director an undisclosed Bankrupt?* Has the Member Trustee or Director been convicted of dishonest conduct?* Has the Member Trustee or Director received a civil penalty order?* Has the Member Trustee or Director been disqualified by the ATO or APRA?* Is the Member/Trustee or Director a resident of Australia?* Do you have any overdue individual or related entity tax returns?* Please include any personal returns or returns of a business or entity you are associated with.
Do you have any outstanding ATO debts? Please include any personal ATO debts or ATO debts of a business or entity you are associated with.
If you answered "Yes" please complete the details required The person applying to become a Trustee or Director of the corporate trustee is disallowed from that position.
Please seek professional advice in relation to this members ability to become an SMSF Trustee.
Member Trustee or Director Details 3 Please provide all your legally required names.
Gender* Date of Birth* Drivers Licence Expiry Date* Please enter your Driver Licence Expiry date for Identification purposes.
Same Address as Member Trustee or Director 1* Street Address Cannot be PO Box
These declarations are required for every Director or Trustee of SMSF.
Is the Member Trustee or Director an undisclosed Bankrupt?* Has the Member Trustee or Director been convicted of dishonest conduct?* Has the Member Trustee or Director received a civil penalty order?* Has the Member Trustee or Director been disqualified by the ATO or APRA?* Is the Member/Trustee or Director a resident of Australia?* Do you have any overdue individual or related entity tax returns?* Please include any personal returns or returns of a business or entity you are associated with.
Do you have any outstanding ATO debts? Please include any personal ATO debts or ATO debts of a business or entity you are associated with.
If you answered "Yes" please complete the details required The person applying to become a Trustee or Director of the corporate trustee is disallowed from that position.
Please seek professional advice in relation to this members ability to become an SMSF Trustee.
Member Trustee or Director Details 4 Please provide all your legally required names.
Gender* Date of Birth* Drivers Licence Expiry Date* Please enter your Driver Licence Expiry date for Identification purposes.
Same Address as Member Trustee or Director 1* Street Address Cannot be PO Box
These declarations are required for every Director or Trustee of SMSF.
Is the Member Trustee or Director an undisclosed Bankrupt?* Has the Member Trustee or Director been convicted of dishonest conduct?* Has the Member Trustee or Director received a civil penalty order?* Has the Member Trustee or Director been disqualified by the ATO or APRA?* Is the Member/Trustee or Director a resident of Australia?* Do you have any overdue individual or related entity tax returns?* Please include any personal returns or returns of a business or entity you are associated with.
Do you have any outstanding ATO debts? Please include any personal ATO debts or ATO debts of a business or entity you are associated with.
If you answered "Yes" please complete the details required The person applying to become a Trustee or Director of the corporate trustee is disallowed from that position.
Please seek professional advice in relation to this members ability to become an SMSF Trustee.
Member Trustee or Director Details 5 Please provide all your legally required names.
Gender* Date of Birth* Drivers Licence Expiry Date* Please enter your Driver Licence Expiry date for Identification purposes.
Same Address as Member Trustee or Director 1* Street Address Cannot be PO Box
These declarations are required for every Director or Trustee of SMSF.
Is the Member Trustee or Director an undisclosed Bankrupt?* Has the Member Trustee or Director been convicted of dishonest conduct?* Has the Member Trustee or Director received a civil penalty order?* Has the Member Trustee or Director been disqualified by the ATO or APRA?* Is the Member/Trustee or Director a resident of Australia?* Do you have any overdue individual or related entity tax returns?* Please include any personal returns or returns of a business or entity you are associated with.
Do you have any outstanding ATO debts? Please include any personal ATO debts or ATO debts of a business or entity you are associated with.
If you answered "Yes" please complete the details required The person applying to become a Trustee or Director of the corporate trustee is disallowed from that position.
Please seek professional advice in relation to this members ability to become an SMSF Trustee.
Member Trustee or Director Details 6 Please provide all your legally required names.
Gender* Date of Birth* Drivers Licence Expiry Date* Please enter your Driver Licence Expiry date for Identification purposes.
Same Address as Member Trustee or Director 1* Street Address Cannot be PO Box
These declarations are required for every Director or Trustee of SMSF.
Is the Member Trustee or Director an undisclosed Bankrupt?* Has the Member Trustee or Director been convicted of dishonest conduct?* Has the Member Trustee or Director received a civil penalty order?* Has the Member Trustee or Director been disqualified by the ATO or APRA?* Is the Member/Trustee or Director a resident of Australia?* Do you have any overdue individual or related entity tax returns?* Please include any personal returns or returns of a business or entity you are associated with.
Do you have any outstanding ATO debts? Please include any personal ATO debts or ATO debts of a business or entity you are associated with.
If you answered "Yes" please complete the details required The person applying to become a Trustee or Director of the corporate trustee is disallowed from that position.
Please seek professional advice in relation to this members ability to become an SMSF Trustee.
