SMSF Establishment with Special Purpose Company form 'Officer 2' cannot be added as Director

Question

Why can the second Office Holder only be added as a Secretary and not a Director? 

Answer 

The SMSF Establishment with Special Purpose Company form will generate the appropriate number of Director pages when the number of members is selected within the Company Details tab.

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If you select 'Add one more office holder' from the Officer 1 tab, the manually added Office Holder 2 tab will only allow for the Secretary role, as the original Office Holder 2 tab will be pushed back to Officer 3.

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In this scenario, please remove the incorrectly added Office Holder tab using the 'Remove this tab' button.

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Select 'Save and Complete Later'.

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Under Menu > Documents > Saved Documents open the form once more.

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Going forward, when using this form, from the Officer 1 tab, press 'Next step' to continue to the Office Holder 2 page that the form automatically generated, to avoid this issue from occurring.

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