SETTING UP A NEW SELF MANAGED SUPERANNUATION FUND

For the SMSF to be valid, one of the following must be the case :
          Each of the trustees (or directors of the trustee company) does not employ any of the other trustees (or directors of the trustee company); or
          Each of the trustees (or directors of the trustee company) who employs any of the others is also related to that person.

If the trustee is a company, then which of the following declarations are the directors of the trustee able to make? (They must make one of them) :
          “We are/I am unaware, or have no reasonable grounds to suspect, that a person who is, or is acting as, a responsible office of the trustee is a disqualified person as defined in section 120(1) of the Superannuation Industry (Supervision) Act 1993.”
          “We are/I am aware, or have reasonable grounds to suspect, that a disqualified person is, or is acting as, a responsible officer of the Trustee. However, we/I believe that person is eligible (under subsection 126B (1) of the Superannuation Industry (Supervision) Act 1993) to apply to the Regulator for a declaration waiving his or her status as a disqualified person and that the person will make an application under subsection 126B(3) within the allowed period.”

The name of the SMSF :
The date the SMSF will be established :

The name and address details of the employer or other person or entity establishing the SMSF.
          Name :
          Address :

If the establisher is a company, then the following information is also required :
          The ACN or ABN :
          Whether this company will execute the trust deed by affixing its common seal or by authorised representative(s).

Whether the establisher is an employer of any member of the SMSF?

Number of members the SMSF will have when it starts :

The jurisdiction's laws applying to the trust deed (State or Territory) :

Whether the trustee will be a company. If the trustee is a company, then give the number of the directors of the company :

If the SMSF will have only one member, then give the name, birth details and address of the other trustee (or other Director of the trustee corporation) :


For each member, give :
          Name :
          Occupation :
          Birth details :
          Address :
          Tax File Number :
          Your beneficiaries details – Name/relationship to member and proportion of benefit beneficiary is to receive :
          Whether the member's Death Benefit Nomination is to bind the trustee :

Name :
          Occupation :
          Birth details :
          Address :
          Tax File Number :
          Your beneficiaries details – Name/relationship to member and proportion of benefit beneficiary is to receive :
          Whether the member's Death Benefit Nomination is to bind the trustee :

Name :
          Occupation :
          Birth details :
          Address :
          Tax File Number :
          Your beneficiaries details – Name/relationship to member and proportion of benefit beneficiary is to receive :
          Whether the member's Death Benefit Nomination is to bind the trustee :

If the trustee is a company, the following information is required :
          Name :
          ACN or ABN :
          Address :
          Whether the company will execute the deed by affixing its common seal or by the trustee's authorised representative(s).

Trustee meetings details including :
          Who will attend the meeting to establish the SMSF:
          Who will chair this meeting :
          Venue, date and time for this meeting :

          Who will attend the meeting to establish the SMSF's investment strategy :

          Who will chair this meeting :
          Venue, date and time for this meeting :

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