Forms

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SMSF setup

A. Details of the contact person

1. Name

Contact details

B. Details of the trust

1. Proposed name of the trust

3. Trustee details
 

Individuals as trustees: Flexible setup with direct involvement but potential risks.

Corporate trustee: Offers protection, continuity, and tax benefits with clear management.

Investment loan: Needs creation of 4 entities. Provides maximum control, cost savings, and transparency in asset management.

C. Company as a trustee

Proposed company's name

C. Details of Corporate Trustee for SMSF

Proposed company's name

C. Details of the trustees


Trustee 1


Trustee 2


Trustee 3


Trustee 4


Trustee 5

E. Details of the Bare trust/Property custodian trust

Proposed name of the Bare trust/Property custodian trust

F. Details of the Trustee Company for Bare trust/Property custodian trust

Proposed name of the Bare trust/Property custodian trust