Trustees can add a new Member to their SMSF by following these steps:
First Name (as per ATO records):
Tax File Number:
Date of Birth:
Place of Birth:
If Trustees instruct Superannuation Warehouse to update the Member details with the Tax Office, we will send you the minutes and application forms as explained above. All you need to send us are the new Member’s personal details, as indicated in the point above. We charge a fee of $350 to update the Member details including updating the Trust Deed to reflect the New Member. For more information on our fee, please see the fee schedule page.