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SMSF setup
A. Details of the trust
1. Name of the trust
Option 1
Option 2
2. Contact details
Contact number
Email address
3. Trustee details
Every trust needs a trustee. Either the members of the trust or a company can become the trustee(s) of the trust.
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Choose
Company as a trustee
Individual beneficiaries as trustees
B. Company as a trustee
Whether the company is
The trustee company can be a new one to be formed or existing one. Please note, however, the existing company should not have any other trading activities.
Choose
Already in existence
To be incorporated
Company's ACN
Company's name
Registered address
Proposed company's name
Option 1
Option 2
Proposed registered address
B. Details of the trustees
Number of trustees
1
2
3
4
5
Trustee 1
Prefix
Select
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Date of birth
Place of birth
Contact number
E mail
Address
Tax file number
Trustee 2
Prefix
Select
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Date of birth
Place of birth
Contact number
E mail
Address
Tax file number
Trustee 3
Prefix
Select
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Date of birth
Place of birth
Contact number
E mail
Address
Tax file number
Trustee 4
Prefix
Select
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Date of birth
Place of birth
Contact number
E mail
Address
Tax file number
Trustee 5
Prefix
Select
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Date of birth
Place of birth
Contact number
E mail
Address
Tax file number
Submit