Phone NEW FUND ORDER Orderer's Name * Firm Name * Email Address * NEW FUND DETAILS Fund Name * Start Date (if known) Corporate Trustee (if applicable) A.C.N. Trustee Street Address (for companies, use registered office address) * Suburb/Town * State or Territory * Postcode TRUSTEE/DIRECTOR/MEMBER DETAILS PERSON 1 Full Name * Date of Birth * Ind Trustee 1 Individual Trustee Director Director Member Member Home Address * Suburb/Town * State or Territory * Postcode Employer: If the member needs to notify their employer under the Choice of Fund rules in order to have contributions directed to this SMSF, we can provide a letter as part of your new fund. Would you like a choice of fund letter for this member? Employer_1_YN YesNo Employer Name Employer ACN Employer Address Suburb/Town State or Territory Postcode Would you like to add another Trustee/Director/Member? Person_2_YN YesNo PERSON 2 Full Name * Date of Birth * This Person is a: Ind Trustee 2 Individual Trustee DIrector 2 Director Member 2 Member Home Address * Suburb/Town * State or Territory * Postcode Employer Name Employer ACN Employer Address Suburb/Town State or Territory Postcode PERSON 3 Full Name * Date of Birth * This Person is a: Ind Trustee 3 Individual Trustee DIrector 3 Director Member 3 Member Home Address * Suburb/Town * State or Territory * Postcode Employer Name Employer ACN Employer Address Suburb/Town State or Territory Postcode PERSON 4 Full Name * Date of Birth * This Person is a: Ind Trustee 4 Individual Trustee DIrector 4 Director Member 4 Member Home Address * Suburb/Town * State or Territory * Postcode Employer Name Employer ACN Employer Address Suburb/Town State or Territory Postcode PERSON 5 Full Name * Date of Birth * This Person is a: Ind Trustee 5 Individual Trustee Director 5 Director Member 5 Member Home Address * Suburb/Town * State or Territory * Postcode Employer Name Employer ACN Employer Address Suburb/Town State or Territory Postcode PERSON 6 Full Name * Date of Birth * This Person is a: Ind Trustee 6 Individual Trustee Director 6 Director Member 6 Member Home Address * Suburb/Town * State or Territory * Postcode Employer Name Employer ACN Employer Address Suburb/Town State or Territory Postcode That's it - an SMSF cannot have more than 6 members
