Super Manager

Takeover Request Form - Information

Thank you for the opportunity to take over the current accounting and administration of your Fund. To facilitate the takeover of the accounting/administration of your Fund we will need some information from yourself and your previous accountant/administrator.

In the following form you will find questions in relation to the Fund and current members, please complete to the best of your knowledge and any information not provided will be requested from your previous accountant/administrator.

Section 1 - Fund Details

Name of SMSF

Establishment Deed Date

Amended Deed Date (if applicable)

Fund ABN

Fund TFN

Fund Address

Address

Suburb

State

Postcode

Section 2 - Trustee Structure

Trustee Structure

Section 3 – Superannuation Fund Registrations

Is or will Fund be registered for GST?

YesNo

The default and recommended option is for the fund to be registered for GST.

Section 4 – Corporate Trustee

Name for Trustee Company

ACN

Section 5 – Current Fund Administrator/Accountant

Name

Firm Name

Phone

Address

Suburb

State

Postcode

First Financial Year for ASM to take over

Section 6 - Member/Trustee Details

Member / Trustee 1

First Name

Middle Name

Last Name

Title

Other Title

Gender

Address

Suburb

State

Postcode

Date of Birth

Place of Birth (Leave blank if unknown)

Tax File Number

Phone

Occupation (Leave blank if unknown)

Former Name

Do you have any former name?

YesNo

Given Names (of most recent former name)

Last Name (of most recent former name)

Section 7 - Declaration

By signing the below declaration, I/we as trustees/members of the fund:

Declare that the information I/we have provided in this form is true, correct, and complete.

Request that Australian Super Manager provide the necessary documentation/information to establish the ongoing administration/accounting of the SMSF.

Understand that Australian Super Manager may collect, use, and disclose the information in this form to third parties as needed.

Authorise for Australian Super Manager to become the listed tax agent for the SMSF.

Authorise for Australian Super Manager to request SMSF information from the previous accountant.

Authorise Australian Super Manager to communicate and obtain information regarding your SMSF from your Financial Advisor.

Understand that Australian Super Manager will provide us with a Welcome Pack which will outline the Terms of Engagement. We will notify Australian Super Manager if we require a copy of this prior to signing this document.

Upon submission, please forward a copy of the completed form to the following recipients

Recipient Emails (one per line)