SMSF Application

Superfund Name *

Email *

Alternative Email

Work Phone

Mobile Phone *

Residential Address *

Line 2

Suburb *

State *

Post Code *

1. Title *

1. First Name *

1. Middle Name

1. Surname *

1. TFN *

1. Email Address

1. Date of Birth *

1. Occupation *

1. Field of Work *

HAS TRUSTEE ₁ EVER BEEN:

1. Convicted for dishonest conduct? *

1. Received a civil penalty order? *

1. Disqualified by the regulator (ATO or APRA)? *

IS TRUSTEE ₁ AN:

1. Undischarged bankrupt? *

1. Australian Resident? *

2. Title *

2. First Name *

2. Middle Name

2. Surname *

2. TFN *

2. Email Address *

2. Date of Birth *

2. Place of Birth *

2. Occupation *

2. Field of Work *

HAS TRUSTEE ₂ EVER BEEN:

2. Convicted for dishonest conduct? *

2. Received a civil penalty order? *

2. Disqualified person by the regulator (ATO or APRA)? *

IS TRUSTEE ₂ AN:

2. Undischarged bankrupt? *

2. Australian Resident? *

Estimated Initial Roll-Over Receipt

The amount that you expect to transfer into your SMSF