McDonald Pynt Lawyers | Property & Legal Services

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Client Information

Please complete the form below to request documents relating to the formation of a Self-Managed Super Fund. Any information provided will be kept in the strictest confidence, however for sensitive and confidential issues we recommend that you contact us.

Client Details

Please enter your details on this page.

These should not be the details of your new trust but contact details for yourself should we need to get in touch with you about this application.

Company

Contact

Postal Address

Telephone

Fax

Client Reference

Work Details

Number of copies required:

Deadline

Special Instructions

Fund Details

Trust Name

Fund Name Please enter the name of your proposed Super Fund

Trustee

Trustee Details

Trustee type
Individual members to be trustees
Corporate Trustee

Individual Trustee

Specify details of the members on the next page. The members will be listed as the trustees of the Fund.

Note that if the fund does not have a corporate trustee, there must be more tha one member. ie a fund can not have a sole individual who is the sole trustee & sole member.

Corporate Trustee

Company Name

ACN

Full Address This must be a street address (not a PO Box)

Members

Maximum of 4

Member

Given Name/s

Surname

Full Address This must be a street address (not a PO Box)

Date of Birth

Add additional member (up to 4)

Other Requirements

Guardians (if any):

Other requirements:

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