Forms

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SMSF setup

A. Details of the contact person

1. Name

First name

Last name

Contact details

Contact number

Email address

B. Details of the trust

1. Proposed name of the trust

Option 1

Option 2

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

Whether the company is

The trustee company can be a new one to be formed or existing one. Please note, however, the existing company should not have any other trading activities.

C. Details of Corporate Trustee for SMSF

Whether the company is

The trustee company can be a new one to be formed or existing one. Please note, however, the existing company should not have any other trading activities.

C. Details of the trustees

Number of trustees

Trustee 1

Prefix

First name

Middle name

Last name

Date of birth

Place of birth

Contact number

E mail

Address

Tax file number

Trustee 2

Prefix

First name

Middle name

Last name

Date of birth

Place of birth

Contact number

E mail

Address

Tax file number

Trustee 3

Prefix

First name

Middle name

Last name

Date of birth

Place of birth

Contact number

E mail

Address

Tax file number

Trustee 4

Prefix

First name

Middle name

Last name

Date of birth

Place of birth

Contact number

E mail

Address

Tax file number

Trustee 5

Prefix

First name

Middle name

Last name

Date of birth

Place of birth

Contact number

E mail

Address

Tax file number

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

Proposed name of the Bare trust/Property custodian trust

Option 1

Option 2

Proposed registered address

Address of the property to be purchased

To be kept blank if property is not found.

Forms

SMSF setup

A. Details of the contact person

1. Name

Contact details

B. Details of the trust

1. Proposed name of the trust

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