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SMSF setup
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SMSF setup
A. Details of the contact person
1. Name
First name
Last name
Contact details
Contact number
Email address
B. Details of the trust
1. Proposed name of the trust
Option 1
Option 2
3. Trustee details
SMSF – With individuals as trustees
SMSF – With corporate trustee
SMSF – For investment loan
C. Details of the trustees
Number of trustees
1
2
3
4
5
Trustee 1
Prefix
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Date of birth
Place of birth
Contact number
Email
Address
Tax file number
Occupation
Submit
A. Details of the contact person
1. Name
First name
Last name
Contact details
Contact number
Email address
B. Details of the trust
1. Proposed name of the trust
Option 1
Option 2
3. Trustee details
SMSF – With individuals as trustees
SMSF – With corporate trustee
SMSF – For investment loan
C. Details of the trustees
Number of trustees
1
2
3
4
5
Trustee 1
Prefix
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Date of birth
Place of birth
Contact number
Email
Address
Tax file number
Occupation
Submit
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