Tel: 03 8508 7800 Fax: 03 9500 1386

New SMSF Questionnaire - Company

If you wish to fill out a hard copy of the questionaire, it is available here.

Private and Confidential

Your Duty of Care

You are responsible for providing accurate and appropriate information to allow us to incorporate your company. No liability will be accepted for any advice given on the basis of inaccurate or incomplete information supplied by you.

* Please complete all required fields.

If required, additional information can be entered at the end of this form.

SECTION A: PERSON ORDERING

*Full Name:

Documents and invoice will be sent to this person unless otherwise instructed.

*Firm name
(if applicable):

*Street:

*Town:

*State:

*Postcode:

*Phone:

Fax:

*Email:

*I confirm that each person nominated below is eligible to be a trustee of a self managed superannuation fund and director of a company:

SECTION B: SMSF DETAILS

*Fund Name:

*Commencement Date:

Note: If you are establishing a corporate trustee to act as trustee for the fund, the commencement date cannot be before the incorporation date of the company

ADDRESS FOR TRUSTEE MEETING

*Street:

*Town:

*State:

*Postcode:

APPOINTMENTS

Auditor's Name:

Unknown: Yes   No

I would like information about Partners Superannuation Services Audit Service

I would like information about Partners Superannuation Services Annual Compliance Service

Fund Tax Agent Number:

SECTION C: SMSF TRUSTEE DETAILS

PLEASE PROVIDE FULL LEGAL NAMES

COMPLETE COMPANY DETAILS BELOW IF CORPORATE TRUSTEE

*Company Name:

*Street
(not PO Box):

*Town:

*State:

*Postcode:

ACN:

Company Tax File Number:

SUPER FUND OFFICEHOLDERS' INFORMATION

Note: if the corporate trustee has more than two directors, all directors have to be members of the SMSF. There is a maximum of four members' for SMSF's.

OFFICEHOLDER 1

*Full Legal Name:

*Street:

*Town:

*State:

*Postcode:

*DOB:

*TFN:

* Your position: Director    Super Fund Member
Secretary

OFFICEHOLDER 2

Full Legal Name:

Address Details Same as Officeholder #:

Street:

Town:

State:

Postcode:

DOB:

TFN:

Your position: Director    Super Fund Member
Secretary

OFFICEHOLDER 3

Full Legal Name:

Address Details Same as Officeholder #:

Street:

Town:

State:

Postcode:

DOB:

TFN:

Your position: Director    Super Fund Member
Secretary

OFFICEHOLDER 4

Full Legal Name:

Address Details Same as Officeholder #:

Street:

Town:

State:

Postcode:

DOB:

TFN:

Your position: Director    Super Fund Member
Secretary

Authorised Representative Charter Financial Planning Limited - Australian Financial Services Licensee Licence No. 234665