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Set-up a Bare Trust for Limited Recourse Borrowing Arrangement
Request form to transfer your self-managed superannuation fund to us
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* Indicates required question
Bare Trustee
*
Bare trustee cannot be the same as fund's trustee
Choose
Corporate Trustee
Individual Trustee
Name of individual trustee
If corporate trustee, please skip to the next question
Your answer
Set-up a new company to act as bare trustee?
*
Choose
Yes
No
Name of bare trustee company
Suggest a new company name or provide us with a current company name
Your answer
Self-Managed Superannuation Fund Details
Please provide us with the following details on you SMSF.
Fund Name
*
Your answer
Fund ABN
*
Please provide us with the fund's Australian Business Number
Your answer
Address of Fund
*
Your answer
Primary Contact Person
*
Your answer
Email Address
*
Your answer
Contact Number
*
Your answer
Trustee Details
*
Individual Trustees
Corporate Trustees
Required
Name of Trustee Company
If individual trustees, please skip to the next question
Your answer
Details on Member-1
*
Please provide us with the Name, Date of Birth and TFN (tax file number)
Your answer
Details on Member-2
Please provide us with the Name, Date of Birth and TFN (tax file number)
Your answer
Details on Member-3
Please provide us with the Name, Date of Birth and TFN (tax file number)
Your answer
Details on Member-4
Please provide us with the Name, Date of Birth and TFN (tax file number)
Your answer
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