General Self Managed Superannuation Fund
Superannuation Fund 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 and address of the Trustee (if the Trustee is a Company, registered office, ABN or ACN and name/address of the Directors and describe the relationship between the Directors). If more than one Trustee, name and address of each trustee and describe the relationship between the Trustees.
If individual trustee
Trustee Name:(1)
Address:
Trustee Name:(2)
Address:
If company trustee
Company Name:
Registered Office:
ACN:
Director Name:(1)
Address:
Director Name:(2)
Address:
Is the trustee a sole director company?
3.
The name of the Superannuation Fund.
Super Fund Name:
4.
Name, address, date of birth, employer and occupation of each member of the fund. Describe the relationship between the parties.
Members Details
5.
Will the Fund be a self-managed super fund and therefore, regulated by the Australian Taxation Office?
Self Managed Super:
For a self-managed super fund each trustee (or each director in the case of a corporate trustee) must be a member and each member must be a trustee (or a director in the case of a corporate trustee). No member can be an employee of another member unless the members concerned are relatives. In the case of a single member fund, if the trustee is a company the member must be the sole director or the member is one of he only two directors and eh member and the other director are related or the member is not employee of the other director. If the trustees are individuals the member is one of only tow trustees and he other trustee is a relative of the member or the member is not an employee of the other trustee. A fund will not be a self-managed super fund if a member is employed by an employer-sponsor of the fund, and another member(who is not a relative) has a specified interest in that emplooyer-sponsor.
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