New SMSF Order Form - CTB Advisory

New SMSF Order Form

Super Fund Name

Super Fund Name

State of Registration

Meeting Address

Party Details - Corporate Trustee #1 (If Applicable)

Party #1

Corporate Trustee Company Name (If Applicable)

Address

ACN

Roles

Trustee

Office Holders

Please confirm if Director and/or Secretary role

Party Details - Trustee / Member #2

Party #2

Surname

Given Name/s

Former Surname (If Applicable)

Address

Email

Phone

Place of Birth

Tax File Number

As Trustee For (If Applicable)

Roles

Individual Trustee Super Fund Member

Party Details - Trustee / Member #3

Party #3

Surname

Given Name/s

Former Surname (If Applicable)

Address

Email

Phone

Place of Birth

Tax File Number

As Trustee For (If Applicable)

Roles

Individual Trustee Super Fund Member