Self-Managed Superannuation Fund – Member Exit

For a Member to exit an existing SMSF, please complete the below information. Please note, the documents provided will
depend on your answers below so please ensure all information provided is accurate.

Additional documentation required:
• Signed SMSF Establishment Deed
• Any variations to the SMSF Establishment Deed
• Certified copy of all Trustee/Directors Drivers Licence

Please note, processing delays may occur if all details are not provided.

East Coast Incorporations Pty Ltd
ACN 162 452 566 | ABN 89 162 452 566
contact@eastcoastinc.com.au
PO Box 3767, Australia Fair QLD 4215
PH: (07) 55 608 615

SMSF Member Details

Please provide the details of all Member who will be involved in the SMSF structure.

SMSF Associate Member 1

Please provide the personal details of Associate Member 1.

Title

First Name

Middle Name

Last Name

Associate Status

Existing Member

Continuing Member

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

D.O.B

TFN

Mobile

Do you want to add more SMSF associates Member?

Yes

SMSF Associate Member 2

Please provide the personal details of Associate Member 2.

Title

First Name

Middle Name

Last Name

Associate Status

Existing Member

Continuing Member

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

D.O.B

TFN

Mobile

Do you want to add more SMSF associates Member?

Yes

SMSF Associate Member 3

Please provide the personal details of Associate Member 3.

Title

First Name

Middle Name

Last Name

Associate Status

Existing Member

Continuing Member

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

D.O.B

TFN

Mobile

Do you want to add more SMSF associates Member?

Yes

SMSF Associate Member 4

Please provide the personal details of Associate Member 4.

Title

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Associate Status

Existing Member

Continuing Member

D.O.B

TFN

Mobile

Do you want to add more SMSF associates Member?

Yes

SMSF Associate Member 5

Please provide the personal details of Associate Member 5.

Title

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Associate Status

Existing Member

Continuing Member

D.O.B

TFN

Mobile

Do you want to add more SMSF associates Member?

Yes

SMSF Associate Member 6

Please provide the personal details of Associate Member 6.

Title

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Associate Status

Existing Member

Continuing Member

D.O.B

TFN

Mobile