Self Managed Superannuation Funds

Amendments to SIS mean that a superannuation fund with fewer than five members will be known as a Self Managed Superannuation Fund.

Self Managed Super Funds are now regulated by the ATO and must comply with the new rules to avoid heavy penalties and possible loss of preferential tax status.

Company Planners Pty. Ltd. is not a Financial Services Licensee or a representative of a Financial Services Licensee and cannot provide any Financial or Legal advice in regard to superannuation funds.

We do not produce this Superannuation product, which is supplied by our partners. No person or employee on behalf of Company Planners Pty Ltd has any authority to provide any professional advice or warranties whatsoever in respect to Superannuation Funds or documents related thereto.

What is a Self Managed Superannuation Fund?

  • Minimum of 2 but less than 5 members
  • Company as Trustee and all directors of the Trustee Company are members of the fund or; all members of the fund must be individual Trustees

This information is supplied as a brief outline only and does not preclude the Ordering Party from fulfilling their legal obligations. Company Planners Pty Ltd cannot explain every responsibility or cover every situation, and in this regard you should seek professional business and financial advice. You will be held responsible for your legal obligations and not Company Planners Pty Ltd.

Download the order form

Self Managed Super Fund Order Form 2021 (PDF) (139k)

Self Managed Super Fund Order Form 2021 (WORD) (102k)

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Fund Details (* Required Fields)

Fund Name:

Address:

Where Trustee(s) are individual(s, the fund must have a minimum of 2 but less than 5 (regulatory compliance).

If Trustee(s) are individuals, all members must be trustees or must be related and receiving no remuneration for services.

Where Trustee is a constitutional company, all members of the fund must be directors of that company and all directors of that company must be members of the fund.

Trustee Details Company

Name of Company:

*

Address of registered office:

A.C.N.:

Names of Directors:

Director1:

Director2:

Director3:

Director4:

Trustee Details Individual

Trustee 1

Name in Full:

*

Residential Address:

Trustee 2

Name in Full:

Residential Address:

Trustee 3

Name in Full:

Residential Address:

Trustee 4

Residential Address:

Members

Member 1

Name in Full

Address:

Date of Birth:

Tax File Number:

Nominated dependant 1

Name:

*

Address:

Relationship:

Percentage of Benefit:

Nominated dependant 2

Name:

Address:

Relationship:

Percentage of Benefit:

*Insert "LPR" if you would like your death benefits paid to your estate

Member 2

Name in Full

Address:

Date of Birth:

Tax File Number:

Nominated dependant 1

Name:

Address:

Relationship:

Percentage of Benefit:

Nominated dependant 2

Name:

Address:

Relationship:

Percentage of Benefit:

*Insert "LPR" if you would like your death benefits paid to your estate

Member 3

Name in Full

Address:

Date of Birth:

Tax File Number:

Nominated dependant 1

Name:

Address:

Relationship:

Percentage of Benefit:

Nominated dependant 2

Name:

<

Address:

Relationship:

Percentage of Benefit:

*Insert "LPR" if you would like your death benefits paid to your estate

Member 4

Name in Full

Address:

Date of Birth:

Tax File Number:

Nominated dependant 1

Name:

*

Address:

Relationship:

Percentage of Benefit:

Nominated dependant 2

Name:

Address:

Relationship:

Percentage of Benefit:

*Insert "LPR" if you would like your death benefits paid to your estate

Contact Details (The Client)

Name:

*

Firm:

*

Suite/Unit/Level No.

Street No. and Name

Suburb/State/Postcode

*

Email Address:

*

Phone Number:

*

Facsimile:

Preferred Delivery:

Post
Courier

Disclaimer and Conditions

I / we the client, acknowledge and agree that prior to submitting this order, I / we have read, understood and shall be bound by the same including the Conditions which appear hereafter.

Agreement:

Yes No

If you do not hold a current Credit Account with Company Planners Pty Ltd, supply is subject to pre-payment. Please contact us for payment options

Disclaimer
Company Planners Pty. Ltd. (“CPPL”) does not provide legal or other professional advice and our services, constitutions, deeds and statutory documents are not offered as a substitute for professional services and advice from a qualified legal, IP expert, accountant or other professional person. You must satisfy yourself when determining how the law applies to you or your client's circumstances. We confirm we have not been requested to advise you in relation to this SMSF including but not limited to the appropriateness of the parties thereto, the deeds, documents, ownership rights to a name or any legal or taxation consequences that may arise as a consequence of the creation of the SMSF or supply of documents, nor have we provided such advice. No person on behalf of CPPL has any authority to make any representations or give any professional advice whatsoever. CPPL will not be liable for the consequences of any action or activity undertaken, or expense incurred by a party seeking to rely upon this service. Any claim for damages will be strictly limited to our re providing the services we have contracted to provide. ©2005 All rights reserved.