Individual Trustee(s) Fund Setup Application Form

Important Notes:

  1. Single member fund applicants must remember to nominate a second trustee;
  2. Suggested names for your super fund may include: Super, Superannuation, Super Fund, Family Super Fund. For example, John & Mary Smith Family Superannuation. If the surname in mind is a very common surname - such as Smith Or Nguyen, please include your first name as well, to avoid any unnecessary delays in the application process;
  3. Please avoid using names such as partnership, trust or companies in the name of your super fund. This is particularly relevant where the applicant is also self-employed and may have other business entities; &
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Formal Fund Registration
    Fund Establishment Date (today's date e.g. 22/08/2006) Fund Name Residential Address

    Suburb & Post code

    Please select State Primary Contact Number (Required) Your Email Address (Required). This is where our service level agreement will be delivered to.
    Salutation for 1st Member/Trustee (Primary Contact) First Name Surname Date of Birth (example: 14/03/1975) Salutation for 3rd Member/Trustee First Name Surname Date of Birth (example: 14/03/1975)
    Unique Code Identifier - Fund Establishment Date & Surname e.g. 12082003 smith

    In setting up the fund, the trustee(s) acknowledge the following conditions: The Trustee(s) is not an undischarged bankrupt The Trustee(s) have never been convicted of dishonest conduct The Trustee(s) have never received a civil penalty order The Trustee(s) have never been a disqualified person by the ATO or APRA The Trustee(s) is a resident of Australia Please tick the box and accept the terms to proceed By clicking the "Submit" button, you consent to the establishment of a new self managed superannuation fund and to the terms and fees applicable of $330 (GST Inclusive). You will now be directed to PAYPAL electronic gateway to finalize and confirm payment. A tax invoice will be provided to you with the fund establishment documentation. AFTER CLICKING SUBMIT, PLEASE WAIT FOR ABOUT 15 SECONDS.

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