SMSF Takeover Application - Self Managed Super

CONTACT DETAILS

Please list details of person completing the form

Name

First

Last

Email

Phone

PREVIOUS ADMINISTRATOR / ACCOUNTANT DETAILS

Advisor / Contact Name

Name of Company

Address of Company

Email of Company

SELF MANAGED SUPER FUND DETAILS

Name of SMSF

ABN of SMSF

TFN of SMSF

Occupation / the

Is the trustee individual or corporate?

Individual
Corporate

Fund Contact Email

SMSF establishment date (if known)

TRUSTEE DETAILS

Corporate Trustee (if applicable)

Name of Corporate

ACN of Company

Registered Address of Company

MAIN CASH ACCOUNT OF SMSF

Account Name

Bank Name

Branch

BSB

Account Number

SHARE TRADING ACCOUNT (if applicable)

Name of Broker (e.g. CommSec)

Account Number

HIN

TRUSTEE / DIRECTOR / MEMBER DETAILS

Member Details

Name

Date of Birth

City of Birth

County of Birth

Phone Number

Email

Tax File Number

Occupation

Street Address

Signature

Clear Signature

Declaration

For all new self managed super applicants

I/we hereby declare that the above information is true and correct.

I/we agree for Best Interest Advice Pty Limited to undertake the ongoing Administration and Taxation Service of my/our new SMSF for a minimum period of 12 months.
I/we agree I/we have received, read and understood Best Interest Advice Pty Limited’s Financial Services Guide (FSG) and schedule of SMSF fees (attached).
I/we agree to Best Interest Advice Pty Limited’s pricing schedule provided and agree to all fees associated with Best Interest Advice Pty Limited’s Administration, Taxation and Audit Service.
I/we authorise Best Interest Advice Pty Limited to deduct all applicable Administration and Audit fees from my/our SMSF’s bank account.
I/we authorise Best Interest Advice Pty Limited’s administration partners, Baumgartner Partners, to act as our registered tax agent, in relation to the preparation and lodgement of the superannuation fund income tax return.
I/we agree that Best Interest Advice Pty Limited has not provided me with financial advice and that Best Interest Advice Pty Limited is not responsible for the investment decisions I/we make and the investment products I/we select to invest in.
I/we have read and agree with the terms and conditions of the Selfmanagedsuper.com.au website and its privacy statement.
I/we understand all the responsibilities of being a self-managed superannuation fund trustee.