P 1800 773 477
acis@acis.net.au
acis.net.au
SMSF Amendment Order Form
https://portal.acis.net.au/static/public/build/assets/images/logos/logo.png
Australia's anti-money laundering and counter-terrorism financing (AML/CTF) regime expanded on 1 July 2026 to cover some of the services provided by Acis. Where required, we will verify AML/CTF matters as part of this order.
Acis updated its terms & conditions on 1 July 2026. By completing and submitting this order form, you confirm that you have read and accepted our Terms & Conditions, which can be found at www.acis.net.au/terms-and-conditions/
SMSF Details
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
Current Trustee Details
IMPORTANT: Full, verifiable names are required.
Corporate Trustee
(include ACN if Company)
(First Officer listed to be Chairperson, first 2 Officers to be signatories)
Individual Trustee/s
Change of Trustee
IMPORTANT: AML/CTF Requirements Apply
Where this order is for a designated service under AML/CTF laws (where control or ownership changes as a result i.e. trustee or member changes), at the end of this order form, you can tell us that you have complied with those laws and that Acis can rely on your compliance (where you are an AUSTRAC reporting entity who has complied with AML/CTF laws) OR you can select for Acis to complete AML/CTF identification and verification as part of this order, which will include emailing your clients, prompting them to complete identification and verification checks (fees apply). Please complete the declaration at the end of this order form.
New Corporate Trustee (Note: If individual trustees, see next section)
(include ACN if Company)
Officer Names and Roles (First Officer listed to be Chairperson, first 2 Officers to be signatories)
Name
Email
OR
New Individual Trustees
Members
IMPORTANT: Full, verifiable names are required.
Where a member is being appointed or removed, the relevant secretarial documentation (member application/cessation pack) can be provided for additional fees. Where this is required, please indicate in the 'Additional Information/Special Instructions' section below when submitting this order form.
Before submitting this order form, please select ONE of the following:
Additional Information/Special Instructions