Self-Managed Superannuation Fund – New Member Application

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Self-Managed Superannuation Fund – New Member Application

To add a new member to 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 for Macquarie Bank Anti-Money Laundering (AML) Identification
processes and SMSF Rollover.
• Director ID Number (If Corporate Trustee applies)
• Current Super Fund Statement or MyGov Super Summary

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

Client Acknowledgement

This content has been prepared by East Coast Incorporations Pty Ltd ABN 89 162 452 66 for general information only and is not a recommendation or advice to set up an entity. Before acting on any information contained herein, you should consider if it is suitable for you. You should also consider seeking professional advice. East Coast Incorporations does not provide any advice and is a document preparation service only.

Client Acknowledgement

I understand & agree to continue

SMSF Details

Please fill out the following SMSF details for the self-managed superannuation fund – new member application

SMSF Name

SMSF Trustee Name

ABN

Briefly, what will this company/trust be used for?

Who is paying our fee?

Referring Firm

Client

Someone Else

Who?

New Member Details

Please fill out the following New Member details.

Title

Enter Your First Name

Middle Name

Last Name

Australian Resident

Yes

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Occupation

Occupation Type

Employed

Self-Employed

Unemployed

Retired

Industry

Director ID

Director ID To Be Provided After Application

(Note, this must be applied for before your company can be registered. Apply here.)

Place of Birth

D.O.B

TFN

Mobile

Identification Documents - New Member

Please provide at least one form of identification either in the form of a Drivers License or Australian Passport.

Important: Please ensure you upload a clear image of both the front & back of the identifying document.

Please Select Your Method Of Identification.

Driver's Licence Number

State of Issue

Drivers License Card Number

Australian Passport Number

Front Of Document

Choose File

Back Of Document

Choose File

New member does not hold a valid Australian Drivers License or Australian Passport

Fund 1 Details

Please fill out the following Fund 1 details.

Super Fund Name

Balance

Member Number

Rollover Amount $

Partial Amount

Do you want to add more Fund’s?

Yes

Fund 2 Details

Please fill out the following Fund 2 details.

Super Fund Name

Balance

Member Number

Rollover Amount $

Partial Amount

Do you want to add more Fund’s?

Yes

Fund 3 Details

Please fill out the following Fund 3 details.

Super Fund Name

Balance

Member Number

Rollover Amount $

Partial Amount

Do you want to add more Fund’s?

Yes

Fund 4 Details

Please fill out the following Fund 4 details.

Super Fund Name

Balance

Member Number

Rollover Amount $

Partial Amount

Do you want to add more Fund’s?

Yes

Fund 5 Details

Please fill out the following Fund 5 details.

Super Fund Name

Balance

Member Number

Rollover Amount $

Partial Amount

Do you want to add more Fund’s?

Yes

Fund 6 Details

Please fill out the following Fund 6 details.

Super Fund Name

Balance

Member Number

Rollover Amount $

Partial Amount

Compliance

In relation to the new Member/Director of the SMSF:

Have any of the trustees/directors been convicted of an offence in respect of dishonest conduct in the Commonwealth, or any state, territory or foreign country?

Yes

Has a civil penalty order ever been made in relation to any of the trustees/directors?

Yes

Are any of the trustees/directors an undischarged bankrupt?

Yes

Have any of the trustees/directors been notified that they are a disqualified person by the Regulator (ATO)?

Yes

Have any of the trustees/directors have a history on bankruptcy?

Yes

The SMSF ABN regulation details and super rollover process may be delayed by the ATO.

Do any of the trustees/directors have a current tax debt or tax payment plan with the ATO?

Yes

SMSF ABN regulation details and super rollover process may be delayed by the ATO.

Existing SMSF Member Details

Enter the details of each existing SMSF member as recorded with the fund.

Member 1 Details

Please fill out the following Member 1 details.

Title

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

D.O.B

TFN

Mobile

Do you want to add more members?

Yes

Member 2 Details

Please fill out the following Member 2 details.

Title

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

D.O.B

TFN

Mobile

Do you want to add more members?

Yes

Member 3 Details

Please fill out the following Member 3 details.

Title

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Mobile

D.O.B

TFN

Do you want to add more members?

Yes

Member 4 Details

Please fill out the following Member 4 details.

Title

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Mobile

D.O.B

TFN

Do you want to add more members?

Yes

Member 5 Details

Please fill out the following Member 4 details.

Title

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Mobile

D.O.B

TFN

Do you want to add more members?

Yes

Member 6 Details

Please fill out the following Member 4 details.

Title

First Name

Middle Name

Last Name

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Mobile

D.O.B

TFN

Investment Strategy

Select your preferred investment objectives, asset allocation, and insurance options.

Investment Objective

The Trustees of the fund have the objective of maintaining the fund in line with the governing rules of the fund and SISA and through its investment strategy seeking to maximise the superannuation benefits of all members of the fund have regard to risk and reward.

Assets of the Fund

Other

Cash

Residential Property

Commercial Property

Cryptocurrency

Other - (Range 5-100%)

Cash - (Range 5-100%)

Residential Property - (Range 5-100%)

Commercial Property - (Range 5-100%)

Cryptocurrency - (Range 5-100%)

Insurance Options

Please ensure all answers reflect the position of all applicants.

Please select your desired insurance option.

Declaration and Consent

Please review the declarations below and provide the required consents before submitting the application.

Declaration and Consent

Please ensure you agree to all conditions on this page and validate your confirmation via a digital signature.

In signing this form, I/We hereby authorise East Coast Incorporations Pty Ltd to appoint the above mentioned associate as a member of the above-mentioned SMSF and associate documents/entities. I/We personally assume full responsibility and agree to honor and abide by the terms of payment.

I Agree

I/We understand that unless we have specifically obtained a Statement of Advice from a professional advisor recommending a self-managed superannuation fund, East Coast Incorporations has not reviewed my/our circumstances to determine whether or not such fund & trustee structure is appropriate and they have simply appointed the requested Member to the SMSF in accordance with my/our instructions. I/We also understand that East Coast Incorporations has not provided any advice with regards to the Investment Strategy and they have simply prepared the documentation in accordance with my/our instructions.

I Agree

I have read and agree to the Website Terms & Conditions and consent to my data being used and stored per the Privacy Policy.

I have read and agree to East Coast Incorporations Pty Ltd's Terms Of Service.

New Member – Signature

Please provide the signatures of New Member.

New Member Full Name

Date

Signature

Sign Here

Members – Signature

Please provide the signatures of all members.

Member 1 Full Name

Date

Signature

Sign Here

Member 2 Full Name

Date

Signature

Sign Here

Member 3 Full Name

Date

Signature

Sign Here

Member 4 Full Name

Date

Signature

Sign Here

Member 5 Full Name

Date

Signature

Sign Here

Member 6 Full Name

Date

Signature

Sign Here

Self-Managed Superannuation Fund Rollover Request

Additional documentation required for SMSF Rollover:
• Certified copy of all Trustee/Directors Drivers License for Macquarie Bank Anti-Money Laundering (AML) Identification
processes and SMSF Rollover.
• Certified SMSF Bank Account Statement

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 Details

Please fill out the following SMSF details for the self-managed superannuation fund – new member application

SMSF Name

ABN

Corporate Trustee Name

Associate Details

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

SMSF Associate 1

Provide the personal details and super fund rollover information for Associate 1.

Title

First Name

Middle Name

Last Name

Are You An Australian Resident

Yes

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

D.O.B

TFN

Mobile

Current Super Details - SMSF Associate 1

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 1 Name

Super Fund 1 Balance

Super Fund 1 Membership Number

Super Fund 1 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 1

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 2

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 2 Name

Super Fund 2 Balance

Super Fund 2 Membership Number

Super Fund 2 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 2

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 3

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 3 Balance

Super Fund 3 Membership Number

Super Fund 3 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 3

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 4

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 4 Name

Super Fund 4 Balance

Super Fund 4 Membership Number

Super Fund 4 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 4

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 5

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 5 Name

Super Fund 5 Balance

Super Fund 5 Membership Number

Super Fund 5 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 5

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 6

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 6 Name

Super Fund 6 Balance

Super Fund 6 Membership Number

Super Fund 6 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 6

Do you want to add more SMSF associates?

Yes

SMSF Associate 2

Provide the personal details and super fund rollover information for Associate 2.

Title

First Name

Middle Name

Last Name

Are You An Australian Resident

Yes

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

D.O.B

TFN

Mobile

Current Super Details - SMSF Associate 1

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 1 Name

Super Fund 1 Balance

Super Fund 1 Membership Number

Super Fund 1 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 1

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 2

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 2 Name

Super Fund 2 Balance

Super Fund 2 Membership Number

Super Fund 2 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 2

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 3

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 3 Name

Super Fund 3 Balance

Super Fund 3 Membership Number

Super Fund 3 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 3

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 4

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 4 Name

Super Fund 4 Balance

Super Fund 4 Membership Number

Super Fund 4 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 4

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 5

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 5 Name

Super Fund 5 Balance

Super Fund 5 Membership Number

Super Fund 5 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 5

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 6

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 6 Name

Super Fund 6 Balance

Super Fund 6 Membership Number

Super Fund 6 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 6

Do you want to add more SMSF associates?

Yes

SMSF Associate 3

Provide the personal details and super fund rollover information for Associate 3.

Title

First Name

Middle Name

Last Name

Are You An Australian Resident

Yes

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

D.O.B

TFN

Mobile

Current Super Details - SMSF Associate 1

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 1 Name

Super Fund 1 Balance

Super Fund 1 Membership Number

Super Fund 1 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 1

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 2

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 2 Name

Super Fund 2 Balance

Super Fund 2 Membership Number

Super Fund 2 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 2

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 3

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 3 Name

Super Fund 3 Balance

Super Fund 3 Membership Number

Super Fund 3 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 3

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 4

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 4 Name

Super Fund 4 Balance

Super Fund 4 Membership Number

Super Fund 4 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 4

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 5

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 5 Name

Super Fund 5 Balance

Super Fund 5 Membership Number

Super Fund 5 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 5

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 6

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 6 Name

Super Fund 6 Balance

Super Fund 6 Membership Number

Super Fund 6 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 6

Do you want to add more SMSF associates?

Yes

SMSF Associate 4

Provide the personal details and super fund rollover information for Associate 4.

Title

First Name

Middle Name

Last Name

Are You An Australian Resident

Yes

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

D.O.B

TFN

Mobile

Current Super Details - SMSF Associate 1

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 1 Name

Super Fund 1 Balance

Super Fund 1 Membership Number

Super Fund 1 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 1

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 2

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 2 Name

Super Fund 2 Balance

Super Fund 2 Membership Number

Super Fund 2 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 2

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 3

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 3 Name

Super Fund 3 Balance

Super Fund 3 Membership Number

Super Fund 3 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 3

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 4

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 4 Name

Super Fund 4 Balance

Super Fund 4 Membership Number

Super Fund 4 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 4

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 5

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 5 Name

Super Fund 5 Balance

Super Fund 5 Membership Number

Super Fund 5 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 5

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 6

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 6 Name

Super Fund 6 Balance

Super Fund 6 Membership Number

Super Fund 6 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 6

Do you want to add more SMSF associates?

Yes

SMSF Associate 5

Provide the personal details and super fund rollover information for Associate 5.

Title

First Name

Middle Name

Last Name

Are You An Australian Resident

Yes

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

D.O.B

TFN

Mobile

Current Super Details - SMSF Associate 1

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 1 Name

Super Fund 1 Balance

Super Fund 1 Membership Number

Super Fund 1- Desired Rollover Amount

Desired Rollover Amount For Super Fund 1

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 2

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 2 Name

Super Fund 2 Balance

Super Fund 2 Membership Number

Super Fund 2 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 2

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 3

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 3 Name

Super Fund 3 Balance

Super Fund 3 Membership Number

Super Fund 3 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 3

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 4

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 4 Name

Super Fund 4 Balance

Super Fund 4 Membership Number

Super Fund 4 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 4

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 5

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 5 Name

Super Fund 5 Balance

Super Fund 5 Membership Number

Super Fund 5 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 5

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 6

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 6 Name

Super Fund 6 Balance

Super Fund 6 Membership Number

Super Fund 6 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 6

Do you want to add more SMSF associates?

Yes

SMSF Associate 6

Provide the personal details and super fund rollover information for Associate 6.

Title

First Name

Middle Name

Last Name

Are You An Australian Resident

Yes

Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

D.O.B

TFN

Mobile

Current Super Details - SMSF Associate 1

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 1 Name

Super Fund 1 Balance

Super Fund 1 Membership Number

Super Fund 1 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 1

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 2

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 2 Name

Super Fund 2 Balance

Super Fund 2 Membership Number

Super Fund 2 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 2

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 3

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 3 Name

Super Fund 3 Balance

Super Fund 3 Membership Number

Super Fund 3 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 3

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 4

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 4 Name

Super Fund 4 Balance

Super Fund 4 Membership Number

Super Fund 4 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 4

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 5

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 5 Name

Super Fund 5 Balance

Super Fund 5 Membership Number

Super Fund 5 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 5

Is there another person (spouse, partner or other) that you are completing this application with?

Yes

Current Super Details - SMSF Associate 6

Current Super details required to roll your super over from your Managed Fund into your SMSF

Super Fund 6 Name

Super Fund 6 Balance

Super Fund 6 Membership Number

Super Fund 6 - Desired Rollover Amount

Desired Rollover Amount For Super Fund 6

SMSF Bank Account Details

Please provide the bank account details associated with your SMSF for fund administration and rollover purposes.

Account Name

BSB

Account Number

Declaration and Consent

Please review the declarations below and provide the required consents before submitting the application.

Declaration and Consent Associate 1

Please ensure you agree to all conditions on this page and validate your confirmation via a digital signature.

I/We hereby authorise that East Coast Incorporations Pty Ltd to request the required amount to be rolled over from my/our current Retail/Industry Super Fund to my/our SMSF on my/our behalf. I/We personally assume full responsibility and agree to honor and abide by the terms of payment.

I Agree

I/We understand that unless we have specifically obtained a Statement of Advice from a professional advisor recommending the rollover of super to a self-managed superannuation fund, East Coast Incorporations has not reviewed my/our circumstances to determine whether or not the requested rollover is appropriate and they have simply requested the rollover in accordance with my/our instructions. I/We also understand that East Coast Incorporations has not provided any advice with regards to the Investment Strategy and/or intened SMSF investments and they have simply requested the rollover in accordance with my/our instructions.

I Agree

I have read and agree to the Website Terms & Conditions and consent to my data being used and stored per the Privacy Policy.

I have read and agree to East Coast Incorporations Pty Ltd's Terms Of Service.

SMSF Associate 1 Name

Date

Signature

Sign Here

SMSF Associate 2 Name

Date

Signature

Sign Here

SMSF Associate 3 Name

Date

Signature

Sign Here

SMSF Associate 4 Name

Date

Signature

Sign Here

SMSF Associate 5 Name

Date

Signature

Sign Here

SMSF Associate 6 Name

Date

Signature

Sign Here

Identity verification is required by law before we can establish your entity. You consent to your details being used for this purpose.