SMSF APPLICATION FORM

Transcription

1 Prepared: 1 st March 2009 SMSF APPLICATION FORM 1. Fund Details: Print in block letters Name of Fund (Your choice e.g. Brown Family Super Fund or Better Life Super Fund ) GPML Ref (if known) Primary Contact name (s): Password: (Easily recalled password ~First Pet Name) : Telephone Number (daytime) Mobile Number of Establishment / or New Fund ABN (If known) 2. Individuals or Corporate Trustee?: ( a ) Individuals: If yes goto section 4. Corporate: A Corporate Trustee is mandatory for a single member fund, or optional for a multiple member fund. 3. Corporate Trustee details: Print in block letters Company Name GPML Reference (if known) As Trustee for ABN or ACN Page 1

2 4. Individual or Directors personal details: Print in block letters List the names of the individuals or Directors who will be trustees, their of Birth, their occupation and their : NOTE: There cannot be more than 4 members of an ATO SMSF. There are alternatives available if you require more than a 4 member fund ~ contact Grosvenor Pirie. (1) Name of Individual / Director (1) of Birth (1) (1) Occupation: (1) Place of Birth: (2) Name of individual / Director (2) of Birth (2) (2) Occupation: (2) Place of Birth: (3) Name of individual / Director (3) of Birth (3) (3) Occupation: (3) Place of Birth: (4) Name of individual / Director (4) of Birth (4) (4) Occupation: (4) Place of Birth:

3 5. Member details: Print in block letters (1) Member Name: (Primary contact) GPML Reference (if known) of Birth

4 Con t. Member details: Print in block letters (2) Member Name: GPML Reference (if known) of Birth

5 Con t.. Member details: Print in block letters (3) Member Name: GPML Reference (if known) of Birth

6 Con t. Member details: Print in block letters (4) Member Name: GPML Reference (if known) of Birth

7 6. Bank Details Grosvenor Pirie will open a Macquarie CMT if your Fund doesn t already have one. Name of Bank / Cash Management Trust Macquarie Bank CMT GPML Ref (If known) Level 11, 20 Bond Street Sydney NSW 2000 BSB Number: Account Number: 7. Attachments: Please provide: o At least two (2) certified copies of documents proving your identification (Drivers Licence, Passport, Marriage Certificate etc.) for each individual or Director. Certified Copy means a photocopy of the required document that is seen and signed as a true copy by a qualified person. A qualified person is a Justice of The Peace, Solicitor/Barrister, Commissioner for Affidavits, Doctor, Pharmacist, or Australia Post Officer. Certification must include the name, address, occupation, telephone number and registration number (if applicable) of the certifying person. The person certifying must not be a family member. If the certifying person to your document is not a qualified person, the certification cannot be considered as being legally valid and your application will not be processed. o Copies of your last Superannuation statements, indicating the superannuation fund name and your membership number, and o The contact details of your employer (Name, phone, , fax and contact person) if applicable. Please return these and the application form to Grosvenor Pirie and we will commence the establishment process. Please return completed form to Grosvenor Pirie Management Limited, GPO Box 263, Sydney NSW 2001 Telephone: (02) Facsimile : (02) info@gpml.com.au