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Establishment of Self-managed Super Fund

Name of fund:*

Trustee 1:

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Trustee 2:

Trustee 3:

Trustee 4:

Please note:

  1. There may be a single corporate trustee or at least two individual trustees. 
  1. All directors of a corporate trustee must be members and all members must be directors. 
  1. All individual trustees must be members and all members must be trustees. 
  1. In the case of a single member fund with individual trustees, there must be two trustees. The second trustee may be a relative of the member or any other person provided the person does not employ the member. If the trustee is a company, the single member must be a director and there may be either one or two directors. 
  1. Fund membership must not exceed 4.

Members:*
(full names and address)

Address for service of notices on the fund:*

Any specific requirements:

Account to be charged to:*

Correspondence to be addressed to:

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