Additional documentation required for SMSF Rollover:• Certified copy of all Trustee/Directors Drivers License for Macquarie Bank Anti-Money Laundering (AML) Identificationprocesses and SMSF Rollover.• Certified SMSF Bank Account Statement
East Coast Incorporations Pty LtdACN 162 452 566 | ABN 89 162 452 566contact@eastcoastinc.com.auPO Box 3767, Australia Fair QLD 4215PH: (07) 55 608 615
Please fill out the following SMSF details for the self-managed superannuation fund – new member application
Please provide the details of all associates who will be involved in the SMSF structure.
Provide the personal details and super fund rollover information for Associate 1.
Current Super details required to roll your super over from your Managed Fund into your SMSF
Provide the personal details and super fund rollover information for Associate 2.
Provide the personal details and super fund rollover information for Associate 3.
Provide the personal details and super fund rollover information for Associate 4.
Provide the personal details and super fund rollover information for Associate 5.
Provide the personal details and super fund rollover information for Associate 6.
Please provide the bank account details associated with your SMSF for fund administration and rollover purposes.
Please review the declarations below and provide the required consents before submitting the application.
Please ensure you agree to all conditions on this page and validate your confirmation via a digital signature.
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.
Please provide the signatures of all SMSF Associate.
Identity verification is required by law before we can establish your entity. You consent to your details being used for this purpose.
