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 "Trustee Consent and Member Application document"
Step 2: Enter Fund Details > click "Next Step"
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"
Step 4: Additional steps where New member is a noted as a "minor' after entering Date of Birth.
Step 5: Presentation > select from the printing options, if required > click "Next Step"
Step 5: Once all details have been correctly entered in the form > click "Complete"
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)