Trustees and Members
(if applicable)
(First Officer listed to be Chairman, first 2 Officers to be signatories)
(include ACN if company)
(include ACN if company)
(include ACN if company)
(include ACN if company)
(include ACN if company)
(include ACN if company)
Any Member under a legal disability (e.g. minors) must be represented by a Legal Personal Representative “LPR”.
Please provide the full name and address of each LPR in the Additional Information section of this order.
Additional Information/Special Instructions
Payment Details
$
*3% SURCHARGE APPLIES
 
Completing this Order Form
Self Managed Superannuation Funds
 
Trustee / Member - Generally, under the Superannuation Industry (Supervision) Act 1993:
 
(a) ALL fund members must be trustees (or directors of a corporate trustee) and ALL trustees (or directors of a corporate trustee) must be fund members;
(b) sole member funds without a corporate trustee must have at least 2 individual trustees one of whom is the sole member;
(c) sole member funds with a corporate trustee may have a single director being the sole member, or 2 directors one of whom must be the sole member; and,
(d) an SMSF must not have more than 6 members.
 
Legal Personal Representative - If a member is a minor or otherwise incapacitated (infirm or mentally incapable), they must be represented by an individual trustee/director of a corporate trustee who is over 18 and having full legal capacity.