Add a New Member to your SMSF

Trustees can add a new Member to their SMSF by following these steps:

  1. Minute the Trustees’ decision to add the member. Download a Minute template here.
  2. The new Member must sign a Membership application and Consent to Act as Trustee. Click here to download the application.
  3. The new Member must sign a Trustee declaration
  4. Notify the ATO about your decision to add a new Member. As a Tax Agent, Superannuation Warehouse will do this for you (at no additional charge). Click here to contact us. To add the new Member we’ll need the following information:

Title:
First Name (as per ATO records):
Middle Name:
Surname:
Tax File Number:
Date of Birth:

Occupation:
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.

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