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Deed Upgrade Application

If you have any questions please do not hesitate to contact us on 1300 809 933.

Step 1 of 4

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ORDER DETAILS:
Name of 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 Address Line 2 City State / Province / Region ZIP / Postal Code Country
FUND DETAILS:
Fund Name*
Fund Establishment Date*
Day
Month
Year
Any Prior Amendments?*
- Yes
- No
Number of Amendments
Date of 1st Amendment
Day
Month
Year
Date of 2nd Amendment
Day
Month
Year
Date of 3rd Amendment
Day
Month
Year
Date of 4th Amendment
Day
Month
Year
Date of 5th Amendment
Day
Month
Year
Fund ABN*

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MEMBER DETAILS:
Number of Members*
Member 1:
Member 1 Name*
First Middle Last
Member 1 Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Member 1 Date of Birth*
Day
Month
Year
Member 2:
Member 2 Name*
First Middle Last
Is the Member Address the same as above?*
- Yes
- No
Member 2 Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Member 2 Date of Birth
Day
Month
Year
Member 3:
Member 3 Name*
First Middle Last
Is the Member Address the same as above?*
- Yes
- No
Member 3 Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Member 3 Date of Birth*
Day
Month
Year
Member 4:
Member 4 Name*
First Middle Last
Is the Member Address the same as above?*
- Yes
- No
Member 4 Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Member 4 Date of Birth*
Day
Month
Year

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TRUSTEE DETAILS:
Does the fund have individual Trustees?
- Yes
- No
Number of Trustees
Are all Members, Trustees of the Fund?*
- Yes
- No
Trustee 1:
Trustee 1 Name
First Middle Last
Trustee 1 Street Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Trustee 2:
Trustee 2 Name
First Middle Last
Trustee 2 Street Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Trustee 3:
Trustee 3 Name
First Middle Last
Trustee 3 Street Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Trustee 4:
Trustee 4 Name
First Middle Last
Trustee 4 Street Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Does the fund have a Corporate Trustee?
- Yes
- No
Company Name
ACN
Is SMSF Alliance the Registered Address for the Corporate Trustee?
- Yes
- No
Registered Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Director 1 Full Name
First Last
Director 2 Full Name
First Last
Director 3 Full Name
First Last
Director 4 Full Name
First Last
PRINCIPAL EMPLOYER:
Does the fund have a principal employer or employer sponsor?*
- Yes
- No
Principal Employer Name
First Last
Principal Employer Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Signatory
Is the principal employer being removed?
- Yes
- No
Additional Information

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PAYMENT:
Deed Upgrade Application Fee
Fee (inclusive of GST)
$ 0.00
How will you be paying?*
Fee authority is only available to funds that we administer and have an active billing authority for.
- Fee Authority on File
- Credit Card
How will you be paying?
- Credit Card
Credit Card
Card Details
Cardholder Name
CHECKLIST:
Please provide all copies of any Trust Deeds created from Establishment including any variations, change of trustees or rectifications. If any fund minutes have a binding effect on the fund rules, please also include a copy of these so we can ensure that the upgrade includes these permanent changes. If any trustee is acting as an attorney, please include a copy of this document. If any permanent document has been lost please note, in additional information, the document type, approximate date of the document and the reason it was lost (ie. floods etc) so that we may include it in the historical data of the fund. It is important to still reference a document even if it is not able to be located.
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Elevate your SMSF Business Strategy with our unique SMSF Enhancement Tools.

Becoming an SMSF Alliance Partner will ensure that you have the full support of our highly experienced team and be able to receive our expert help to grow your business.

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