Superannuation Fund Instructions

Establish a Self-Managed Superannuation Fund (SMSF) with professional documentation.

Please Note: Super Funds & Trusts can take up to 3 days for delivery as they are executed by our Solicitors.

The Trustee of a Self Managed Superannuation Fund (SMSF) deals in a financial product under the Corporations Act 2001 when it issues applications for membership to members of the SMSF.

We/I acknowledge that Company Creations is not authorizing, condoning or arranging for the Trustee of a SMSF to issue a financial product to members of the SMSF and that KB Legals Pty Ltd will be attending to the legal documents necessary for the establishment of the Fund.

Please note that we are not a Financial Services Licensee or a representative of a Financial Services Licensee and cannot provide any advice in regard to superannuation funds.

Any queries concerning the requirements of your superannuation fund should be referred to your professional advisor or if basic legal advice is required concerning the establishment of a self managed superannuation fund, contact KBLegals Pty Ltd (02 9524 3555 or kb@kblegals.com.au).

Fund Details

Basic superannuation fund information

Name of Fund *

State Law Applicable

Delivery Option

Sponsoring Employer

Details of sponsoring employer (if any)

Trustee Type

Select trustee structure

Natural Person Trustees (Individual)Corporate Trustee (Company)

Natural Person Trustees

Trustee 1

Full Name

Address

Banking Details

Bankers to the fund

Bank Name

Branch

Membership Details

Fund members (up to 4)

Member 1

Surname *

Given Names *

Or if company:

Company Name

ACN

Address *

Date of Birth *

Occupation *

Sex *

Applicant Details

Note: Company Creations products can ONLY be purchased by Qualified Professionals being: REGISTERED Accountants, Book Keepers, Tax Agents, Financial Planners and Advisors and Solicitors. We do NOT deal with the general public.

Firm Name *

Professional Type *

Partner Name

Must be an individual's name registered with an Institute at your firm

Institute

New clients details will be verified with the Institute before an order can be processed

Street Address *

Postal Address

Phone *

No mobile numbers please

Fax

Email *

Payment Method

C.O.D. (Sydney Metro ONLY)Direct Deposit for 7 Day Account PriceDirect Deposit for Prepay PriceOn Account (Current Account Holders ONLY)

Direct Deposit Instructions:

Contact us at 1300 302 155 for bank account details
Please fax or email bank slip upon completion of payment
First time customers must pay using another method for initial order
Orders will not be processed until payment confirmation is received

All documents will be couriered FREE to your office.

Delivery

Delivery Address (if different from applicant address)

All documents will be couriered FREE to your office

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