SMSF Member Application Form

Question

How can I complete a Member Application Form when adding a new member to the SMSF?

Answer

Step 1: Navigate to Menu > Documents > Create Documents > under Self Managed Superannuation Fund > click on "Consent to Act as Trustee and Member Application document"

Step 2: Enter Fund Details > click "Next Step"

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Step 3: Enter the New Member/Trustee's details

To add a second Member, select "Yes" from the "Add New Member" drop-down box > enter the relevant details > click "Next Step"

Note: You will not be able to proceed if the Member is under 18 years old.

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Step 4: Presentation > select from the printing options, if required > click "Next Step"

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Step 5: Once all details have been correctly entered in the form > click "Complete"

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This document form will produce:

  • A prefilled "Change of Details for Superannuation Entities" ABR Form
  • The ATO Trustee Declaration Form
  • Consent to Act as Trustee and Member Application. and 
  • the Legal Scope Statement

 

Further Information

Adding a Member to a Self Managed Superannuation Fund (SMSF)

 

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