Super Fund Application Form

SUPER FUND APPLICATION FORM

Use this form to apply for establishment and administration of a superannuation fund (the Fund). The applicant(s) and trustee(s) must provide accurate information, acknowledge the trustee obligations, and certify authority to act on behalf of the Fund. Incomplete or inaccurate information may delay processing.

1. Fund Details

2. Trustee and Entity Type

Select the trustee structure that applies to this Fund. Tick all that apply.

Individual trustees (natural persons)

Corporate trustee

3. Trustee / Applicant Details

Provide details for each trustee or authorised applicant. Provide a certified ID where requested by the administrator.

Trustee 1

Date of Birth:

Trustee 2 (if applicable)

Date of Birth:

4. Fund Members

List members of the Fund. Member TFNs or equivalent tax identifiers are requested but optional. Provide separate attachments for additional members if required.

Member 1 Date of Birth:

Member 2 Date of Birth:

5. Bank / Payment Details

6. Contributions & Transfers

Initial contribution, transfer of existing benefits, and ongoing contribution instructions.

One-off Weekly Monthly Quarterly

7. Investment Strategy

8. Fees, Charges and Payment Authority

By signing below, the trustee authorises the administrator to deduct fees, charges and disbursements from the Fund account in accordance with the administrator's current fee schedule. Where direct debit is authorised, the trustee warrants that they are the account holder and authorise debits to the account nominated above.

I authorise direct debit from the nominated account for fees and charges

9. Declarations, Acknowledgements and Consent

The trustee(s) certify, acknowledge and agree as follows:

1. All information provided in this application is true, complete and correct, and the trustee(s) will notify the administrator promptly of any changes.
2. The trustee(s) accept responsibility for compliance with applicable laws and regulations governing superannuation funds and for ensuring the Fund is operated in accordance with its governing rules.
3. The trustee(s) indemnify the administrator against loss resulting from reliance on the information provided, except where caused by the administrator's gross negligence or wilful misconduct.
4. The trustee(s) consent to electronic communication of account statements, notices and other Fund correspondence to the email address provided, unless otherwise advised in writing.
5. Where tax identifiers are provided, the trustee(s) authorise their use for administration, reporting and tax compliance purposes.

Please indicate acknowledgement of the above declarations:

I/We acknowledge and agree to the Declarations, Acknowledgements and Consent above

10. Supporting Documents

Attach certified identification for each trustee, proof of address and, if applicable, corporate trustee evidence (certificate of incorporation, director details, and authority to act). Indicate which documents are attached below.

Trustee 1 certified ID

Trustee 2 certified ID

Corporate trustee documentation

Other (specify below)

11. Privacy and Use of Information

Personal and fund information collected on this form will be used for the establishment and administration of the Fund, regulatory reporting and related purposes. The trustee(s) acknowledge that information may be disclosed to service providers, auditors and regulators where required by law or necessary for administration.

The trustee(s) warrant that they have authority to provide personal information for the persons named in this application and that such provision does not breach any agreement or law.

12. Certification and Signature

The undersigned certifies that they are authorised to complete this application and that the information provided is true and correct. The undersigned agrees to be bound by the declarations and authorities set out in this form.

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