Add Member
Add Second New Member
Remove Member
Remove Second Member
Member Rollover In
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
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:
New Trustee Details
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:
Wind Up SMSF
The client will need to de-register the company with ASIC themselves. Please notify the Manager.
Invoice Details – Aintree Group Internal Use Only
Form Admin
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.