SMSF Form

Name of SMSF

Primary Business Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Establishment Date

MM

DD

YYYY

Trustee 1

Name

Type

ACN

Company only

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Date of Birth

Individuals only

MM

DD

YYYY

Please call our office to disclose Tax File Number

Trustee 2

Name

Type

ACN

Company Only

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Date of Birth

Individuals only

MM

DD

YYYY

Please call our office to disclose Tax File Number

Member 1

First Name

Last Name

Date of Birth

MM

DD

YYYY

City of Birth

Residential Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Email

Phone

(###)

###

####

Member 2

First Name

Last Name

Date of Birth

MM

DD

YYYY

City of Birth

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Email

Phone

(###)

###

####

Any Additional Trustees' or Members' details can be entered below