All Super Funds established via ACN DIRECT are individually prepared by the
team of Superannuation Specialists at Norton & Smailes, Solicitors,
pursuant to the Superannuation Industry (Supervision) Act 1993, and include:
Trust
deeds in duplicate - professionally presented in a fully indexed deluxe
Register;
Explanatory
memorandum;
Members
Register and Applications;
Trustee
Register & Declarations;
Minutes
of Trustee meeting;
Generous
supply of Register stationery;
ATO
application to become an elected Super Fund;
Assessment
of Stamp Duty with the Dept. of State Revenue (not applicable to all States);
and
To set up a Self
Managed Superannuation Fund, please complete the following form.
Please take care
when completing this page, as the information provided will immediately form
the legal structure of your Super Fund.
Instructions
to ACN Direct:
*Instructing
Person
*Instructing
Firm/company
Street
Address
Suburb
State
Postcode
Telephone:
Facsimile:
*Email
Invoice
Details if different from above
Invoice
Address
if different from above
Deliver
Address if different from above or
Special Instructions
If address
unattended at time of delivery indicate authority to leave parcel
Yes
No
Payment
Details:
NAME
OF FUND:
TYPE OF FUND:Please indicate type of fund to be established:
A Small Managed Super Fund ("SMSF") governed by the ATO
NOTE:
If the fund is to be an SMSF, are all members relatives? (see definition)
Yes
No (if no, we suggest professional advice is sought before proceeding further)
or
A Small Managed APRA Fund ("SAF") with an "approved trustee" governed by
APRA
or
A Large Fund (5 or more members) governed by APRA
TRUSTEES:
TYPE OF FUND:Please indicate type of fund to be established:
Individuals (must be more than 1); or
Company.
If Fund Type is Individual(s):
Please select the total number of trustees:
A form for each trustee will automatically be generated.
(You may later increase the number of trustees without losing your current data.)
(Note: All members
should be Directors)
or
Company
Name
of Company:
A.C.N.:
Address:
Street:
Suburb:
State:
Postcode:
Name
of Director 1
Name
of Director 2
Name
of Director 3
Name
of Director 4
If
the trustee is a company registered in Australia, please indicate
More than 1 director (Execute documents with common seal)
More than 1 director (Execute documents without common seal)
Sole director only (Execute documents with common seal)
Sole director
only (Execute documents without common seal)
None
TRUST
COMMENCEMENT DATE:
dd/mm/yyyy
Or leave blank for client flexibility:
No
Yes
Are
there any particular provisions you wish to be included in the trust deed? If
so, state below or attach details. (Additional fees may be incurred depending
upon the issues arising):
MEMBERS
PARTICULARS
Please select the total number of members:
A form for each member will automatically be generated.
(You may later increase the number of members without losing your current data.)
