Change of Member or Trustee

Please note that, if this application involves the replacement of individual trustees with a new corporate trustee you should be using the Establish a New Corporation form.
Person Completing this Form*
First Last
Email Address*
This email address will receive a confirmatory email when this form has been successfully submitted.
Are you completing this form on behalf of the adviser?*
- Yes
- No
Adviser Name*
The adviser will receive a copy on submission.
First Last
Adviser Email*
Are you an existing adviser with us?*
- Yes
- No
Adviser Company Name
Adviser Phone
Adviser Address
Street Address City State / Province / Region ZIP / Postal Code Country
Fund Name*
Fund Establishment Date*
Day
Month
Year
Fund ABN*
Is this fund administered by SMSF Alliance?*
- Yes
- No
Any prior amendments*
- Yes
- No
Number of Amendments*
Date of 1st Amendment
Day
Month
Year
Date 2nd Amendment
Day
Month
Year
Date 3rd Amendment
Day
Month
Year
Date 4th Amendment
Day
Month
Year
Date 5th Amendment
Day
Month
Year

Change of Member or Trustee (Individual Trustee Fund)