Acis | SMSF Order Form

Corporate Trustee

(if applicable)

Officer Names
and Roles

(First Officer listed to be Chairperson, first 2 Officers to be signatories)

DirectorSecretary

#1 (To be Primary Contact)

Date of Birth

Email Address

Employer

(include ACN if company)

Role/s Held

Individual TrusteeMember

Date of Birth

Email Address

Employer

(include ACN if company)

Role/s Held

Individual TrusteeMember

Date of Birth

Email Address

Employer

(include ACN if company)

Role/s Held

Individual TrusteeMember

Date of Birth

Email Address

Employer

(include ACN if company)

Role/s Held

Individual TrusteeMember

Date of Birth

Email Address

Employer

(include ACN if company)

Role/s Held

Individual TrusteeMember

Date of Birth

Email Address

Employer

(include ACN if company)

Role/s Held

Individual TrusteeMember

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.

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.