Superannuation Fund ABN Form

Applicant Details

Firm:

Contact Person:

Phone:

Email Address:

Full Address:

Superannuation Fund Details

Name of Superannuation fund:

The title of the contact person for the Fund:

The name of the contact person for the Fund:

The family name of the contact person for the Fund:

Does the superannuation fund already have an ABN?:

Please quote that ABN here:

Does the superannuation fund already have an ABN?:

If it has had an ABN before, please quote that ABN here:

On what date did the Superannuation Fund come into existence:

What type of fund is the superannuation fund?:

What is the value of assets held by the fund?:

Does the superannuation fund intend to be a self managed superannuation fund for 12 months or longer?:

Is the superannuation fund owned or controlled by Commonwealth State Territory or Local Government:

Is the superannuation fund a resident for tax purposes?:

Does the superannuation fund have more than one business location in Australia:

Which states or territories are the business locations in?

What is the fund’s main business address?

Where does the superannuation fund want its notices and correspondence sent?

Other:

What is the superannuation fund's email address for service of notices and correspondence?:

Does the selfmanaged superannuation fund have an individual trustee or corporate trustee which has a director who is a legal personal representative or parent guardian acting on behalf of a member?:

Tax file number

Does the superannuation fund have a Tax File Number?

Tax File Number:

Does the superannuation fund wish to apply for a Tax File Number?

Notice of election for superannuation funds

Please tick the appropriate boxes below?:

Corporate Trustee Details

Corporate Trustee Name?:

What is the address of the Trustee?:

ACN:

Details of Associates

Have any of the trustees been convicted of an offence in respect of dishonest conduct in the Commonwealth State Territory or foreign country:

Has a civil penalty order ever been made in relation to any of the trustees?:

Are any of the trustees an undischarged bankrupt?:

Have any of the trustees been notified that they are a disqualified person by the regulator the Tax Office or Australian Prudential Regulatory Authority?:

Associate One Details

Surname/Fund Name:

Given Names/ Fund ACN:

Residential Address:

Date of Birth:

Place of Birth:

Place of Birth (Town):

Place of Birth (State):

Country of Birth:

Tax File Number:

Gender:

Office(s) held:

Associate Two Details

Surname/Fund Name:

Given Names/ Fund ACN:

Residential Address:

Date of Birth:

Place of Birth:

Place of Birth (Town):

Place of Birth (State):

Country of Birth:

Tax File Number:

Gender:

Office(s) held:

Associate Three Details

Surname/Fund Name:

Given Names/ Fund ACN:

Residential Address:

Date of Birth:

Place of Birth:

Place of Birth (Town):

Place of Birth (State):

Country of Birth:

Tax File Number:

Gender:

Office(s) held:

Associate Four Details

Surname/Fund Name:

Given Names/ Fund ACN:

Residential Address:

Date of Birth:

Place of Birth:

Place of Birth (Town):

Place of Birth (State):

Country of Birth:

Tax File Number:

Gender:

Office(s) held:

Associate Five Details

Surname/Fund Name:

Given Names/ Fund ACN:

Residential Address:

Date of Birth:

Place of Birth:

Place of Birth (Town):

Place of Birth (State):

Country of Birth:

Tax File Number:

Gender:

Office(s) held:

Authorised Contact Person(s)

Surname:

Given Name:

Position Held:

Phone Number:

Email Address:

Preferred language, if not English:

Authorised Contact Person Two

Surname:

Given Name:

Position Held:

Phone Number:

Email Address:

Preferred language, if not English:

Additional notes and/or instructions

Payment Details

Total Cost: