Forms

NEW SELF MANAGED SUPERANNUATION FUND ORDER FORM

Download this form as a printable PDF

* = Required field

Contact Details Company Name
Contact Name *
Telephone *
Fax *
Email *
Address *

Fund Details Name of fund *

Member/Trustee Details

There must be one to four members.
No member may be an employee of another member unless the members concerned are relatives.
If the trustees are individuals:
1. all members of the fund must be trustees

* If a member/trustee is ticked in this section, all details below must be filled out

Member
Trustee
Full Name
Date of Birth
TFN
Residential Address

* If a member/trustee is ticked in this section, all details below must be filled out

Member
Trustee
Full Name
Date of Birth
TFN
Residential Address

* If a member/trustee is ticked in this section, all details below must be filled out

Member
Trustee
Full Name
Date of Birth
TFN
Residential Address

* If a member/trustee is ticked in this section, all details below must be filled out

Member
Trustee
Full Name
Date of Birth
TFN
Residential Address

Corporate Trustee

If the trustee is a company:

1. all members of the fund must be directors; or
2. if there is only one member, the member must be either:
1. 2.1 the sole director; or
2. 2.2 one of only two directors and the other director must not be the member’s employer unless he or she is a relative.

New company. Complete 'New Company Order Form'
Existing company. Complete details below
* If an existing company is selected, all details below must be filled out

Name
ACN

Registered office

Level/St
Suburb
State
Postcode
Directors

Administration of SMSF to be provided by Evolution Super

Yes
No

If yes, estimate number of investments
* If administration is to be provided by Evolution Super, an estimate number of investments is required

Additional Notes Enter any additional notes or comments that may be relevant

Evolution Super

Elevate your expectations.

Forms

NEW SELF MANAGED SUPERANNUATION FUND ORDER FORM

If the trustees are individuals:

If the trustee is a company:

Registered office