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New Fund Application

To set up a new Self Managed Superannuation Fund, please fill in the form below. We'll take care of the rest and be in touch with you as soon as possible.
Is the trustee of the fund a company or an individual?  An individual
 A Company

The regulations that govern self managed super funds allow for the trustee to be either individual member(s) or a corporate entity (Company). The regulations specify that for a trustee that comprises of individuals, each member must be a trustee of the fund and for a trustee that comprises of a corporate entity, each director of the company must be a member of the fund.

How many members will the fund have?

The regulations that govern self managed super funds allow a maximum of 4 members. If the fund comprises of a corporate entity as the trustee, each member of the fund must be serving as a director of the "trustee company" and each director of the "trustee company" must be a member. The regulations allow for a sole director of a "trustee company" to be the single member of a single member SMSF.

New Fund Details

Name of Fund
Fund Address
Suburb
State
Postcode

Fund Postal Address:
C/- Professional Superannuation Services Pty Ltd
P.O. Box 105
Oxenford, Qld 4210

Fund Contact Details
Your Name
Contact Postal Address
Your Contact Telephone (BH)
Fax
Your Email
Personal Information for Member No. 1
Member
Trustee
Title
Name
Date of Birth
Address
(cannot be PO Box)
Tax File Number
Trustee Company Details
Company Name
Reg'd Address

Professional Superannuation Services Pty Ltd - Appointment

I/we the applicants hereby appoint Professional Superannuation Services Pty Ltd as administrators to the fund. We acknowledge that all correspondence relating to the fund is to be forwarded to Professional Superannuation Services Pty Ltd to enable accurate records and accounts to be maintained.

I/we apply to establish a Self Managed Fund as detailed in this application and apply to become members of that said fund. We declare that the information given within this application is true and correct.