Self Managed Superannuation Fund Order Form

Please PRINT, then fill out and Mail or Fax back to 03 5273 5274


Personal Details
 
Instructing Business:
____________________________________
Contact Person:
____________________________________
Address:
____________________________________
Telephone:
____________________________________
Facsimile:
____________________________________
Email:
____________________________________
        
Fund Name:
        
2. Employer or Other
    Person Establishing
    the Fund

Name:

ACN (If Applicable)

Address

Date of Birth (If Applicable)

Place of Birth:

Occupation (If Applicable)

Is this person or entity an employer of any member of the Fund?

        
3. Jurisdiction

State:

        
4. Member 1

Name:

Address:

Date of Birth:

Place of Birth:

Occupation:

TFN:

Binding Death Beneficiary
of Member 1

Name:

Relationship to Member:

Proportion of Benefit (%):

        
5. Member 2

Name:

Address:

Date of Birth:

Place of Birth:

Occupation

TFN

Binding Death Beneficiary
of Member 2

Name:

Relationship to Member:

Proportion of Benefit (%):

      
Please Answer :
        
7. Corporate Trustee
    (If applicable)

Name:

ACN:

Address:

Director 1

Name:

Address:

Director 2

Name:

Address:

Form of Execution: