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F
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acis@acis.net.au
acis.net.au
SMSF Amendment Order Form
Name
Phone
Firm
E-mail
SMSF Details
SMSF Name
Original Deed Date
Last Amendment Date
Meeting Address
Does the fund own dutiable property in NSW or ACT?
Yes
No
Please submit a copy of the original trust deed (and any documents that have amended it) together with this order form.
Amendment Details
select the types you require
Change of Name
Trust Deed Upgrade
Ratification/Correction/Confirmation
Change of Trustee
Vesting Deed
Other - specify amendment below
Provide amendment details here:
Trustee Details
IMPORTANT:
Full, verifiable names are required.
Name
(include ACN if Company)
Officer Names
and Roles
(First Officer listed to be Chairperson, first 2 Officers to be signatories)
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Trustee Position
(please select)
APPOINT
CONTINUE
REMOVE
RESIGN
OTHER
(e.g. death, bankruptcy)
Name
(include ACN if Company)
Officer Names
and Roles
(First Officer listed to be Chairperson, first 2 Officers to be signatories)
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Trustee Position
(please select)
APPOINT
CONTINUE
REMOVE
RESIGN
OTHER
(e.g. death, bankruptcy)
Name
(include ACN if Company)
Officer Names
and Roles
(First Officer listed to be Chairperson, first 2 Officers to be signatories)
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Trustee Position
(please select)
APPOINT
CONTINUE
REMOVE
RESIGN
OTHER
(e.g. death, bankruptcy)
Name
(include ACN if Company)
Officer Names
and Roles
(First Officer listed to be Chairperson, first 2 Officers to be signatories)
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Trustee Position
(please select)
APPOINT
CONTINUE
REMOVE
RESIGN
OTHER
(e.g. death, bankruptcy)
Name
(include ACN if Company)
Officer Names
and Roles
(First Officer listed to be Chairperson, first 2 Officers to be signatories)
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Trustee Position
(please select)
APPOINT
CONTINUE
REMOVE
RESIGN
OTHER
(e.g. death, bankruptcy)
Name
(include ACN if Company)
Officer Names
and Roles
(First Officer listed to be Chairperson, first 2 Officers to be signatories)
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Director
Secretary
Trustee Position
(please select)
APPOINT
CONTINUE
REMOVE
RESIGN
OTHER
(e.g. death, bankruptcy)
Members
IMPORTANT:
Full, verifiable names are required.
Name
Name
Name
Name
Name
Name
Principal Employer/Other Party
Name
(include ACN if Company)
PRINCIPAL EMPLOYER
OTHER (list type of role)
Name
(include ACN if Company)
PRINCIPAL EMPLOYER
OTHER (list type of role)
Additional Information/Special Instructions
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