SMSF Bare Trust Schedule

Bare Trust Form Data Details set out below      

1. Please provide the following contact information
   
Name:
Title:
Organisation:
Street Address:
Suburb:
Postcode:
Phone Number:
Fax Number:
Email Address:
   
2. Name of Bare Trust
   
3. Details of trustees of the Bare Trust  
   
If individual trustee  
Trustee Name/s
Address:
If company trustee  
Company Name
ACN
Registered Address:
Is trustee sole director company?
   
4. Details of Self Managed Superannuation Fund  
   
Name of Super Fund
Date of establishment
If individual trustee  
Full Name/s
Address
If company trustee  
Company Name

ACN
Registered Address
   
Is the trustee a sole director company?
   
   
5. Details of Property: please provide front page of Contract for the Sale of Land (if available)
   
Title Reference (if known)
   

2. Eg. Smith Property Trust
3. Please note that the trustee of the Bare Trust cannot be the same as the trustee of the SMSF
4. Please note that the trust deed establishing the Self Managed Superannuation Fund many need to be upgraded in order to comply
with the Superannuation Laws. kindly forward a copy of the trust deed     and any amendments thereto for our review

 

   
   
   
   
 
 
 
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