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Superannuation Fund ABN Form

Before you begin

Please have your Tax File Number and those of your Associates handy before you begin this application.

If you or they do not already have one, Tax File Numbers can be obtained by applying direct to the Australian Taxation Office.

Page 1
Applicant Details
Required Superannuation Fund Information
Tax File Number
Notice of election for superannuation funds
Page 2
Corporate Trustee Details
Details of Associates
Authorised Contacts
Payment
Page 3
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Finalise & Purchase

We are the premier specialist in registration processes.

For assistance with this form, feel free to call one of our friendly staff on 1300 ABN ABN.

Applicant Details

Firm Details (if applicable):
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Contact Person:
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Phone (required):*
Please enter a phone number.

Full Address:
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Email Address (required):*
Please enter a valid email address.

Required Superannuation Fund Information

Name of superannuation fund:

Please provide the name of the contact person for the Fund (Title, First Name and Family Name are required)

Title*
Please enter a title

First Name*
Please enter a first name

Family Name*
Please enter a family name

Does the superannuation fund already have an ABN?
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Superannuation Fund's ABN:

On what date did the Superannuation Fund come into existence?
Invalid Input

What type of fund is the entity?
Please enter what type of fund is the entity

What is the value of assets held by the fund?
Please enter 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?
Invalid Input

Is the superannuation fund owned or controlled by Commonwealth, State, Territory or Local Government?
Invalid Input

Is the superannuation fund a resident for tax purposes?
Invalid Input

Does the superannuation fund have more than one business location in Australia?
Invalid Input

Please provide the following for each business location:
Invalid Input

On each separate line use the following format (full address, telephone number, email address)

What is the fund’s main business address?

Must be a full street address

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

Other:

Full street address is required

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

Tax File Number

Does the superannuation fund have a Tax File Number?
Invalid Input

Please quote that tax file number here:*
Please enter your tax file number

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

Notice of election for superannuation funds

The notice of election is only required to be made for superannuation funds electing to be regulated under the Superannuation Industry (Supervision) Act 1993.

Please tick the appropriate box(es) below:

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Corporate Trustee Details

If the self-managed superannuation fund has a corporate trustee, please provide the following details:



Corporate Trustee Name:
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What is the address of the Trustee?
Invalid Input

Full street address required

ACN:
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Details of Associates

For individual trustees of a self-managed superannuation fund and for all directors of a corporate trustee:

Have any of the trustees been convicted of an offence in respect of dishonest conduct in the Commonwealth, State, Territory or foreign country?
Invalid Input

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

Are any of the trustees an undischarged bankrupt?
Invalid Input

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

*Please include details of all associated individuals and organisations with the Superannuation Fund.

Associate One Details

If the associate is a company please enter "N/A" for Date of Birth and choose “N/A” for Place of Birth.

Surname / Fund name:
Invalid Input

Given Names / Fund ACN:
Invalid Input

Residential Address:
Invalid Input

Date of Birth:*
Invalid Input

Place of Birth:*
Please enter a place of birth

Place of Birth (Town):
Please enter your town of birth.

Place of Birth (State):
Please enter your state of birth.

Country of Birth:
Please enter your country of birth.

Tax File Number:
Invalid Input

Gender:
Invalid Input

Tick office held:

Invalid Input

Add another Associate?*
Select an Option

Associate Two Details

If the associate is a company please enter "N/A" for Date of Birth and choose “N/A” for Place of Birth.

Surname / Fund name:
Invalid Input

Given Names / Fund ACN:
Invalid Input

Residential Address:
Invalid Input

Date of Birth:*
Invalid Input

Place of Birth:*
Please enter a place of birth

Place of Birth (Town):
Please enter your town of birth.

Place of Birth (State):
Please enter your state of birth.

Country of Birth:
Please enter your country of birth.

Tax File Number:
Invalid Input

Gender:
Invalid Input

Tick office held:

Invalid Input

Add another Associate?*
Select an Option

Associate Three Details

If the associate is a company please enter "N/A" for Date of Birth and choose “N/A” for Place of Birth.

Surname / Fund name:
Invalid Input

Given Names / Fund ACN:
Invalid Input

Residential Address:
Invalid Input

Date of Birth:*
Invalid Input

Place of Birth:*
Please enter a place of birth

Place of Birth (Town):
Please enter your town of birth.

Place of Birth (State):
Please enter your state of birth.

Country of Birth:
Please enter your country of birth.

Tax File Number:
Invalid Input

Gender:
Invalid Input

Tick office held:

Invalid Input

Add another Associate?*
Select an Option

Associate Four Details

If the associate is a company please enter "N/A" for Date of Birth and choose “N/A” for Place of Birth.

Surname / Fund name:
Invalid Input

Given Names / Fund ACN:
Invalid Input

Residential Address:
Invalid Input

Date of Birth:*
Invalid Input

Place of Birth:*
Please enter a place of birth

Place of Birth (Town):
Please enter your town of birth.

Place of Birth (State):
Please enter your state of birth.

Country of Birth:
Please enter your country of birth.

Tax File Number:
Invalid Input

Gender:
Invalid Input

Tick office held:

Invalid Input

Add another Associate?*
Select an Option

Associate Five Details

If the associate is a company please enter "N/A" for Date of Birth and choose “N/A” for Place of Birth.

Surname / Fund name:
Invalid Input

Given Names / Fund ACN:
Invalid Input

Residential Address:
Invalid Input

Date of Birth:*
Invalid Input

Place of Birth:
*
Please enter a place of birth

Place of Birth (Town):
Please enter your town of birth.

Place of Birth (State):
Please enter your state of birth.

Country of Birth:
Please enter your country of birth.

Tax File Number:
Invalid Input

Gender:
Invalid Input

Tick office held:

Invalid Input

Authorised Contact Person(s)

Surname
Invalid Input

Given Names:
Invalid Input

Position Held:
Invalid Input

Phone number:

Email Address:
Please enter a valid email address.

Preferred language, if not English:

Add another contact person?
Select an option

Authorised Contact Person Two

Surname
Invalid Input

Given Names:
Invalid Input

Position Held:
Invalid Input

Phone number:

Email Address:
Please enter a valid email address.

Preferred language, if not English:

Payment

Payments are made by using Credit Card or EFT. After you click on the purchase button you will be redirected to the EFT screen for payment details if you select this method.

Total Cost:
$0.00

Payment Method

Name on Credit Card
Please enter the name on your credit card

Credit Card Number
Please enter your credit card number

Type of Card
Please select your credit card type

Expiry Date (mm/yy)
Please enter your credit card's expiry date (mm/yy)

CVV (Security Code)
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Three numbers found on the back of your credit card


Additional Notes and/or instructions:
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Disclaimer – We do not provide legal, accounting, financial or stamp duty advice and therefore take no responsibility for your taxation, legal or other liabilities which may arise from the registration we perform on your instructions.

 

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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:

Upon submission, you will receive an email with your details for future reference/printing.