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Changes to SMSF Details Form

Use this form to request changes to a SMSF. Please fill out this form in AN INCOGNITO BROWSER TAB!

If you need to make changes to a Company, please click here to use this form instead.
If you need to make changes to a Trust, please click here to use this form instead.

"*" indicates required fields

Please select changes that need to be made to this SMSF:*
Please select all that apply. The form will provide you with the necessary fields based on your response. More than one option can be selected.

Add Member

Full Legal Name:*
Is the new member's details saved in CAS360?*
Including Date of Birth, Place of Birth and Residential Address.

DD slash MM slash YYYY
Place of Birth:*
Residential Address:
This cannot be a PO Box.

Is the new Member's TFN saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!
Should this new Member be a Company Director and Shareholder of the Corporate Trustee?*
Please also fill out Change Company Details Form.
Would you like to add another new Member?*

Add Second New Member

Full Legal Name:*
This is for the second New Member.
Is the second new member's details saved in CAS360?*
Including Date of Birth, Place of Birth and Residential Address.

DD slash MM slash YYYY
Place of Birth:*
Residential Address:
This cannot be a PO Box.

Is the new Member's TFN saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!
Should this new Member be a Company Director and Shareholder of the Corporate Trustee?*
Please also fill out Change Company Details Form.

Does the ABR need to be updated to reflect the new member changes?*

Remove Member

Member Name:*
Should they be removed as a company director and shareholder of the corporate trustee?*
Please also fill out Change Company Details Form.
Would you like to remove another Member?*

Remove Second Member

Member Name:*
Should they be removed as a company director and shareholder of the corporate trustee?*
Please also fill out Change Company Details Form.

Does the ABR need to be updated to reflect the new member changes?*

Member Rollover In

Member Name:*
Name of Super Fund that has transferred the rollover monies to the SMSF.
Make sure the effective date chosen at the bottom of this form is the date the monies was received by the fund.

Member Rollover Out

Member Name:*
Name of Super Fund that the rollover is being transferred to.
Full or Partial Rollover?*
Cash Rollover or In-Specie Transfer?*
Make sure the effective date chosen at this bottom of this form is the date the rollover is being transferred by the fund (as reported using SuperStream).

Change Trustee:

Please input N/A if it hasn’t been amended.
Trustee Full Legal Name:*
This is for the current Trustee.
This is for the current Company Trustee.
This is for the current Company Trustee.
Is this company in CAS360?*
Use address listed in XPM for this client?*
Trustee Address:*
Is there another current Individual Trustee?*
Trustee Full Legal Name:*
This is for the current Trustee.
Is there another current Company Trustee?*
This is for the current Company Trustee.
This is for the current Company Trustee.
Is this company in CAS360?*
Use address listed in XPM for this client?**
Trustee Address:*
This cannot be a PO Box.

New Trustee Details

Trustee Full Name:*
This is for the newIndividual Trustee.
Is the Date of Birth saved in XPM?*
DD slash MM slash YYYY
This is for the new Company Trustee.
This is for the new Company Trustee.
Is Company in CAS360?*
Is client Tax File Number (TFN) saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!
Use address listed in XPM?*
Trustee Address:*
Cannot be a PO Box.
Add second new Company Trustee?*
This is for the second new Company Trustee.
This is for the second new Company Trustee.
Is second new Company Trustee in CAS360?*
Add second new Individual Trustee?*
Trustee Full Name:*
This is for the newIndividual Trustee.
Is the Date of Birth saved in XPM?*
DD slash MM slash YYYY
Is Tax File Number (TFN) saved in XPM?*
Please input TFN in this FYI File Note and tag the Compliance and Client Services Administrator in the comments. Please put the TFN in the actual file note and NOT in the comments!!
Use address listed in XPM for client?*
Second New Trustee Address:
Cannot be a PO Box.
Are all new members listed in SF360?*
Please tick "Add Member" in the Please select changes that need to be made to this SMSF field at the top of this webform and complete the Add Member section for missing members.

Deed Upgrade:

Is this Trust Deed being upgraded for QROPS purposes?*
Important Note

A transfer of pension benefits from the UK to an overseas superannuation fund will be tax free only if the overseas superannuation fund is considered to be a "Qualifying Recognised Overseas Pension Scheme" (QROPS). For further information, visit the ATO website.

DD dash MM dash YYYY
Has the original Trust Deed been amended previously?*

Wind Up SMSF

Are any benefits required to be paid out?*
Member #1 Full Name:*
Member #2 Full Name:*
Member #3 Full Name:*
Member #4 Full Name:*
Member #5 Full Name:*
Member #6 Full Name:*
Has the final tax return been lodged?*
Please confirm that ALL outstanding lodgements besides this year's Income Tax Return have been lodged.*
You can only select "Final Tax Return will be lodged at EOFY" if the only outstanding lodgement for this entity is the Income Tax Return.
Please lodge the final tax return before winding down this trust.

You can click "save form" at the bottom of this form to come back to your checklist later.

Please ensure there are no outstanding lodgements before continuing application.

You can click "save form" at the bottom of this form to come back to your checklist later.

I have checked all applicable registrations have been cancelled.*
E.g. GST, PAYG Withholding, ABN, WorkCover, Payroll Tax.
Please save this form and complete the Client Registration Update Form first.
Please confirm you have cancelled all of the following applicable registrations: GST, PAYG Withholding, ABN, WorkCover & Payroll Tax*
Does the Superannuation Fund have a corporate trustee?*
Does the Corporate Trustee need to be de-registered?*
Is this company in CAS360 as a client?*
Please also complete the Change Company Details Form.
Do we need to add them to CAS360 as a client?*
The client will need to de-register the company with ASIC themselves. Please notify the Manager.
Does the company purpose need to change from a special purpose company?*
Please also complete the Change Company Details Form.

Changes Effective From:*
DD slash MM slash YYYY

Invoice Details - Aintree Group Internal Use Only

Has the client been quoted?*
Excluding GST.

Form Admin

Form completed by:*
This will be used to send you a completed copy of the form once it is approved by your nominated Partner.
Please select a Partner to review this form. Once you have completed all details in the form above and selected a Partner to review, please click "Submit to Partner for Approval" link below.

Partner Review & Approval:

To be completed by relevant Aintree Group partner only!
Once you have reviewed the form and confirmed all fields are correct, please fill in your details below and click "Approved" button.
DD slash MM slash YYYY