Data Capture Form: Standard SMSF Establishment

Download a copy here: Standard SMSF Establishment - Client Data Capture Form

Standard SMSF Establishment - Client Data Capture Form

General Info
Name of the SMSF    
Date the deed will be executed    
State/Territory of governance    

Initial Member Information [copy and paste to cover number of members]: Individual
Full Name    
Full Address    
Former Names (if any)    
Date of Birth    
State and place of birth [i.e. Western Australia, Subiaco]    

Trustee [copy and paste to cover number of member trustees]: Individual
Full Name    
Full Address    
Date of Birth    

Trustee: Company
Name of the Company (including legal elements, i.e. Pty Ltd)    
Full Address    
Director/s Names     
Director ID’s obtained (Y/N)    
ACN