Forms

UPGRADE SELF MANAGED SUPERANNUATION FUND TRUST DEED ORDER FORM

* = Required field

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

Details of Fund to be Upgraded Name of Fund *
Date of Trust Deed *

Registered Office Address

Level/St *
Suburb *
State *
Postcode *

Tick if there have been prior Amendments/Appointments Date Amendment Appointment
Date Amendment Appointment
Date Amendment Appointment

Upgrade Type

* At least one option below must be selected

Rules of the Fund
Add/remove Trustees
(If ticked, see below)

Trustees

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

Add Remove

Trustee Director

Surname
Given Names
Company Name
ACN
Date of Birth / Date of Incorporation

Address

Level/St
Suburb
State
Postcode

If a Director of a Corporate Trustee:

Place of Birth
State of Birth
Country of Birth

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

Add Remove

Trustee Director

Surname
Given Names
Company Name
ACN
Date of Birth / Date of Incorporation

Address

Level/St
Suburb
State
Postcode

If a Director of a Corporate Trustee:

Place of Birth
State of Birth
Country of Birth

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

Add Remove

Trustee Director

Surname
Given Names
Company Name
ACN
Date of Birth / Date of Incorporation

Address

Level/St
Suburb
State
Postcode

If a Director of a Corporate Trustee:

Place of Birth
State of Birth
Country of Birth

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

Add Remove

Trustee Director

Surname
Given Names
Company Name
ACN
Date of Birth / Date of Incorporation

Address

Level/St
Suburb
State
Postcode

If a Director of a Corporate Trustee:

Place of Birth
State of Birth
Country of Birth

Forward this order together with: A copy of the original deed

A copy of any subsequent deed of amendment

A copy of any subsequent trustee appointments/change of Fund name

And send via post to:

David Lolicato
Evolution Super
60 Greenhill Road
WAYVILLE SA 5034

* If a new Corporate Trustee is required, also complete a New Company Order Form

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

Evolution Super

Elevate your expectations.

Forms

UPGRADE SELF MANAGED SUPERANNUATION FUND TRUST DEED ORDER FORM

Registered Office Address

Address

If a Director of a Corporate Trustee:

Address

If a Director of a Corporate Trustee:

Address

If a Director of a Corporate Trustee:

Address

If a Director of a Corporate Trustee: