INDIVIDUALS controlling the SMSF
The purpose of this page is to get information about all of the individuals who were and who will be in control of the trustee in an orderly way so suitable documents can be produced. B4Chg TRUSTEE refers to a person or company who was a trustee before the change the documents are to deal with and AftChg TRUSTEE refers to a person or company who becomes a trustee on/after that change. B4Chg director of a trustee and AftChg director of trustee have a corresponding meaning.INDIVIDUAL 1 involved in the TRUSTEE(S)
Enter an individual
- who is
- a B4Chg TRUSTEE or
- a director of the B4Chg TRUSTEE or
- who will be
- the AftChg TRUSTEE or
- is a director of the AftChg TRUSTEE
please provide full name including middle names
Street address (not P.O. box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person.
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of person to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate:
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these accounts will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Under section 17A of the Superannuation (Industry) Supervision Act 1993 a member must either act as a trustee or as a director of the trustee or the legal representative of the member in the case of a deceased member or an attorney under an enduring power of attorney can act as trustee or as a director of the trustee in the place of the member
Please provide full name including middle names. This must be a different person to the person who acts, did act or will act as a trustee or as a director of the trustee, provided above.
Street address (not PO box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of directors/members of the SMSF to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these account/s will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Choose YES if the person was a director of the B4Chg CORPORATE TRUSTEE
If the SMSF has individual trustees it must have at least two individual trustees under section 17A of the Superannuation Industry (Supervision) Act 1993
Choose YES if the person will be a director of the AftChg CORPORATE TRUSTEE
e.g. where the individual has died the date of death
otherwise the date on which the appointment, resignation or removal etc. if any
is meant to occur for the individual
DD slash MM slash YYYY
INDIVIDUAL 2 involved in the TRUSTEE(S)
Enter an individual
- who is
- a B4Chg TRUSTEE or
- a director of the B4Chg TRUSTEE or
- who will be
- the AftChg TRUSTEE or
- is a director of the AftChg TRUSTEE
please provide full name including middle names
Street address (not P.O. box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person.
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of person to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate:
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these accounts will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Under section 17A of the Superannuation (Industry) Supervision Act 1993 a member must either act as a trustee or as a director of the trustee or the legal representative of the member in the case of a deceased member or an attorney under an enduring power of attorney can act as trustee or as a director of the trustee in the place of the member
Please provide full name including middle names. This must be a different person to the person who acts, did act or will act as a trustee or as a director of the trustee, provided above.
Street address (not PO box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of directors/members of the SMSF to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these account/s will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Choose YES if the person was a director of the B4Chg CORPORATE TRUSTEE
If the SMSF has individual trustees it must have at least two individual trustees under section 17A of the Superannuation Industry (Supervision) Act 1993
Choose YES if the person will be a director of the AftChg CORPORATE TRUSTEE
e.g. where the individual has died the date of death
otherwise the date on which the appointment, resignation or removal etc. if any
is meant to occur for the individual
DD slash MM slash YYYY
choose YES to add the details of more individuals involved as a TRUSTEE or in the CORPORATE TRUSTEE
INDIVIDUAL 3 involved in the TRUSTEE(S)
Enter an individual
- who is
- a B4Chg TRUSTEE or
- a director of the B4Chg TRUSTEE or
- who will be
- the AftChg TRUSTEE or
- is a director of the AftChg TRUSTEE
please provide full name including middle names
Street address (not P.O. box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person.
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of person to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate:
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these accounts will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Under section 17A of the Superannuation (Industry) Supervision Act 1993 a member must either act as a trustee or as a director of the trustee or the legal representative of the member in the case of a deceased member or an attorney under an enduring power of attorney can act as trustee or as a director of the trustee in the place of the member
Please provide full name including middle names. This must be a different person to the person who acts, did act or will act as a trustee or as a director of the trustee, provided above.
Street address (not PO box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of directors/members of the SMSF to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these account/s will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Choose YES if the person was a director of the B4Chg CORPORATE TRUSTEE
If the SMSF has individual trustees it must have at least two individual trustees under section 17A of the Superannuation Industry (Supervision) Act 1993
Choose YES if the person will be a director of the AftChg CORPORATE TRUSTEE
e.g. where the individual has died the date of death
otherwise the date on which the appointment, resignation or removal etc. if any
is meant to occur for the individual
DD slash MM slash YYYY
choose YES to add the details of more individuals involved as a TRUSTEE or in the CORPORATE TRUSTEE
INDIVIDUAL 4 involved in the TRUSTEE(S)
Enter an individual
- who is
- a B4Chg TRUSTEE or
- a director of the B4Chg TRUSTEE or
- who will be
- the AftChg TRUSTEE or
- is a director of the AftChg TRUSTEE
please provide full name including middle names
Street address (not P.O. box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person.
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of person to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate:
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these accounts will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Under section 17A of the Superannuation (Industry) Supervision Act 1993 a member must either act as a trustee or as a director of the trustee or the legal representative of the member in the case of a deceased member or an attorney under an enduring power of attorney can act as trustee or as a director of the trustee in the place of the member
Please provide full name including middle names. This must be a different person to the person who acts, did act or will act as a trustee or as a director of the trustee, provided above.
Street address (not PO box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of directors/members of the SMSF to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these account/s will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Choose YES if the person was a director of the B4Chg CORPORATE TRUSTEE
If the SMSF has individual trustees it must have at least two individual trustees under section 17A of the Superannuation Industry (Supervision) Act 1993
Choose YES if the person will be a director of the AftChg CORPORATE TRUSTEE
e.g. where the individual has died the date of death
otherwise the date on which the appointment, resignation or removal etc. if any
is meant to occur for the individual
DD slash MM slash YYYY
choose YES to add the details of more individuals involved as a TRUSTEE or in the CORPORATE TRUSTEE
INDIVIDUAL 5 involved in the TRUSTEE(S)
Enter an individual
- who is
- a B4Chg TRUSTEE or
- a director of the B4Chg TRUSTEE or
- who will be
- the AftChg TRUSTEE or
- is a director of the AftChg TRUSTEE
please provide full name including middle names
Street address (not P.O. box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person.
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of person to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate:
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these accounts will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Under section 17A of the Superannuation (Industry) Supervision Act 1993 a member must either act as a trustee or as a director of the trustee or the legal representative of the member in the case of a deceased member or an attorney under an enduring power of attorney can act as trustee or as a director of the trustee in the place of the member
Please provide full name including middle names. This must be a different person to the person who acts, did act or will act as a trustee or as a director of the trustee, provided above.
Street address (not PO box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of directors/members of the SMSF to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these account/s will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Choose YES if the person was a director of the B4Chg CORPORATE TRUSTEE
If the SMSF has individual trustees it must have at least two individual trustees under section 17A of the Superannuation Industry (Supervision) Act 1993
Choose YES if the person will be a director of the AftChg CORPORATE TRUSTEE
e.g. where the individual has died the date of death
otherwise the date on which the appointment, resignation or removal etc. if any
is meant to occur for the individual
DD slash MM slash YYYY
choose YES to add the details of more individuals involved as a TRUSTEE or in the CORPORATE TRUSTEE
INDIVIDUAL 6 involved in the TRUSTEE(S)
Enter an individual
- who is
- a B4Chg TRUSTEE or
- a director of the B4Chg TRUSTEE or
- who will be
- the AftChg TRUSTEE or
- is a director of the AftChg TRUSTEE
please provide full name including middle names
Street address (not P.O. box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person.
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of person to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate:
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these accounts will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Under section 17A of the Superannuation (Industry) Supervision Act 1993 a member must either act as a trustee or as a director of the trustee or the legal representative of the member in the case of a deceased member or an attorney under an enduring power of attorney can act as trustee or as a director of the trustee in the place of the member
Please provide full name including middle names. This must be a different person to the person who acts, did act or will act as a trustee or as a director of the trustee, provided above.
Street address (not PO box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of directors/members of the SMSF to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these account/s will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Choose YES if the person was a director of the B4Chg CORPORATE TRUSTEE
If the SMSF has individual trustees it must have at least two individual trustees under section 17A of the Superannuation Industry (Supervision) Act 1993
Choose YES if the person will be a director of the AftChg CORPORATE TRUSTEE
e.g. where the individual has died the date of death
otherwise the date on which the appointment, resignation or removal etc. if any
is meant to occur for the individual
DD slash MM slash YYYY
choose YES to add the details of more individuals involved as a TRUSTEE or in the CORPORATE TRUSTEE
INDIVIDUAL 7 involved in the TRUSTEE(S)
Enter an individual
- who is
- a B4Chg TRUSTEE or
- a director of the B4Chg TRUSTEE or
- who will be
- the AftChg TRUSTEE or
- is a director of the AftChg TRUSTEE
please provide full name including middle names
Street address (not P.O. box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person.
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of person to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate:
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these accounts will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Under section 17A of the Superannuation (Industry) Supervision Act 1993 a member must either act as a trustee or as a director of the trustee or the legal representative of the member in the case of a deceased member or an attorney under an enduring power of attorney can act as trustee or as a director of the trustee in the place of the member
Please provide full name including middle names. This must be a different person to the person who acts, did act or will act as a trustee or as a director of the trustee, provided above.
Street address (not PO box)
The change details form we prepare for submission to the ATO seeks the date of birth of the person
DD slash MM slash YYYY
It is not obligatory for a SMSF to provide the TFN of directors/members of the SMSF to the ATO, however if the change details form we prepare for submission to the ATO includes the TFN this will facilitate
- the SMSF accepting all types of contributions to the member's accounts
- tax on contributions to these account/s will not increase other than the tax that may ordinarily apply
- no additional tax will be deducted when benefits are paid from these accounts and
- tracking all superannuation accounts of the person
We can collect tax file numbers so long as we adhere to the
Information Commissioner's privacy rules
Choose YES if the person was a director of the B4Chg CORPORATE TRUSTEE
If the SMSF has individual trustees it must have at least two individual trustees under section 17A of the Superannuation Industry (Supervision) Act 1993
Choose YES if the person will be a director of the AftChg CORPORATE TRUSTEE
e.g. where the individual has died the date of death
otherwise the date on which the appointment, resignation or removal etc. if any
is meant to occur for the individual
DD slash MM slash YYYY
