Data Capture Form: SMSF Variation

Download a copy here: SMSF Variation Data Capture Form

SMSF Variation Data Capture Form

Name of the Fund:

Date the Fund was originally set up:

Under what clause or rule does the current Deed or Governing Rules allow the Trustee to resign and appoint the New Trustee?:

Has the deed been varied past the date of establishment? If Yes, when?:

Will the members appoint a new Trustee? If Yes, please detail members names and addresses.

Current Trustee [Individual] Details:
FULL NAME:  
FULL ADDRESS:    

Current Trustee [Company] Details:
COMPANY NAME:    
ACN:    
ADDRESS:    
DIRECTOR NAME/S:    

New Trustee [Individual] Details:
FULL NAME:    
FULL ADDRESS:    

New Trustee [Company] Details:
COMPANY NAME:    
ACN:    
ADDRESS:    
DIRECTOR NAME/S: