Set-up a Bare Trust for Limited Recourse Borrowing Arrangement

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Request form to transfer your self-managed superannuation fund to us

Bare Trustee *

Bare trustee cannot be the same as fund's trustee

Name of individual trustee

If corporate trustee, please skip to the next question

Set-up a new company to act as bare trustee? *

Name of bare trustee company

Suggest a new company name or provide us with a current company name

Self-Managed Superannuation Fund Details

Please provide us with the following details on you SMSF.

Fund Name *

Fund ABN *

Please provide us with the fund's Australian Business Number

Address of Fund *

Primary Contact Person *

Email Address *

Contact Number *

Trustee Details *

Individual Trustees

Corporate Trustees

Required

Name of Trustee Company

If individual trustees, please skip to the next question

Details on Member-1 *

Please provide us with the Name, Date of Birth and TFN (tax file number)

Details on Member-2

Please provide us with the Name, Date of Birth and TFN (tax file number)

Details on Member-3

Please provide us with the Name, Date of Birth and TFN (tax file number)

Details on Member-4

Please provide us with the Name, Date of Birth and TFN (tax file number)

Submit

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