SMSF Information Form Self Managed Super Fund Details SMSF Name * SMSF TFN * SMSF ABN * Fund Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Fund Email * Trustee/s Name * ACN of Trustee Company (if applicable) Previous Accounting Software used Member Details Number of Members 1 2 3 4 Member 1 Name * First Name Last Name Member 1 DOB * Member 1 TFN * Member 2 Name First Name Last Name Member 2 DOB Member 2 TFN Member 3 Name First Name Last Name Member 3 DOB Member 3 TFN Member 4 Name First Name Last Name Member 4 DOB Member 4 TFN Documents Required Permanent Documents Please select all documents applicable. These need to be emailed separately for security purposes. Fund Trust Deed and any amendments Bare Trust Deed (if applicable) Fund Corporate Constitution (if applicable) Establishment documents Trustee Declarations Binding Nominations Pension Commencement documents (if applicable) LRBA Borrowing arrangement (if applicable) Prior year Documents Please select all documents applicable. These need to emailed separately for security purposes. Latest Financial Statements Last lodged Income Tax Returns Trial Balance Signed Audit report Tax Free/Taxable components of Member Balances Detailed Investment Report showing CGT cost base and dates for all Investments held Last Actuarial Certificate (if applicable) Transfer Balance Cap report (if applicable) Thank you!
