Properly signed and delivered (non-lapsing) nomination that is binding on the Trustee to benefit the nominated beneficiary/beneficiaries upon the death of the member of the Self Managed Superannuation Fund. (S-15572)
Consent to act as trustee of the SMSF and other declarations necessary when the trustee is a company. (S-75637)
Consent to act as trustee of the SMSF and other declarations necessary when the trustee is an individual. (S-70468)
Properly signed and delivered (lapsing) nomination that is binding on the Trustee to benefit the nominated beneficiary/beneficiaries upon the death of the member of the Self Managed Superannuation Fund (SMSF). (S-15571)
A register containing current details of the member and recording the contributions to the fund made on behalf of the member. (S-56731)
The minutes of the meeting of the trustees who examine the investment strategy, agree on its objectives and adopt the strategy as central to managing the fund. (S-98973)
A form for obtaining the Tax File Number (TFN) from a SMSF member. (S-72927)
Trust Deed establishing a self-managed superannuation fund in the State/Territory of NSW, Vic., SA, WA, NT, ACT. This is a multi member SMSF (two, three, or four members) to be registered with the ATO. Up to four person fund (not a single member) with no corporate trustee. Suits a family business such as a husband and a wife who are of similar age and with similar retirement plans, or brothers or sisters in a partnership or a discretionary (family) trust, etc.
Trust Deed establishing a self-managed superannuation fund in the State of WA. This is a single member SMSF to be registered with the ATO. One person fund (not multi person fund) with no corporate trustee. Suits a single professional, such as an accountant, a lawyer, a medical practitioner, a finance consultant, a broker, a real estate agent, an architect, even a taxi driver. Anyone who is self-employed, who wants to lose some of their earnings to a super fund and prepare for their future.
This is the short version of the Investment Strategy for the self managed superannuation fund, showing basic principles and time-frames governing investment decisions by the Trustee(s). (S-18024)
