Simple Will

$330.00 – $1,800.00 (Inc. GST)

Will Name

Clear

Superfund Name *

Email *

Alternative Email

Work Phone

Mobile Phone *

Residential Address *

Line 2

Suburb *

State *

Post Code *

Postal Address

Line 2

Suburb

State

Post Code

Title for Trustee 1 / Beneficiary 1 *

Title for Trustee 3 / Beneficiary 3

Title for Trustee 4 / Beneficiary 4

First Name (as per ATO records) for Trustee 1 / Beneficiary 1 *

First Name (as per ATO records) for Trustee 3 / Beneficiary 3

First Name (as per ATO records) for Trustee 4 / Beneficiary 4

Middle Name for Trustee 1 / Beneficiary 1

Middle Name for Trustee 2 / Beneficiary 2

Middle Name for Trustee 3 / Beneficiary 3

Middle Name for Trustee 4 / Beneficiary 4

Surname for Trustee 1 / Beneficiary 1 *

Surname for Trustee 3 / Beneficiary 3

Surname for Trustee 4 / Beneficiary 4

Personal Email Address for Trustee 1 / Beneficiary 1

Personal Email Address for Trustee 2 / Beneficiary 2

Personal Email Address for Trustee 3 / Beneficiary 3

Personal Email Address for Trustee 4 / Beneficiary 4

Tax File Number for Trustee 1 / Beneficiary 1 *

Tax File Number for Trustee 3 / Beneficiary 3

Tax File Number for Trustee 4 / Beneficiary 4

Date of Birth for Trustee 1 / Beneficiary 1 *

Date of Birth for Trustee 3 / Beneficiary 3

Date of Birth for Trustee 4 / Beneficiary 4

Occupation for Trustee 1 / Beneficiary 1 *

Occupation for Trustee 3 / Beneficiary 3

Occupation for Trustee 4 / Beneficiary 4

Specific Field of Work for Trustee 1 / Beneficiary 1 *

Specific Field of Work for Trustee 3 / Beneficiary 3

Specific Field of Work for Trustee 4 / Beneficiary 4

Is this trustee an undischarged bankrupt? for Trustee 1 / Beneficiary 1 *

Is this trustee an undischarged bankrupt? for Trustee 3 / Beneficiary 3

Is this trustee an undischarged bankrupt? for Trustee 4 / Beneficiary 4

Has this trustee ever been convicted for dishonest conduct? for Trustee 1 / Beneficiary 1 *

Has this trustee ever been convicted for dishonest conduct? for Trustee 3 / Beneficiary 3

Has this trustee ever been convicted for dishonest conduct? for Trustee 4 / Beneficiary 4

Has this trustee ever received a civil penalty order? for Trustee 1 / Beneficiary 1 *

Has this trustee ever received a civil penalty order? for Trustee 3 / Beneficiary 3

Has this trustee ever received a civil penalty order? for Trustee 4 / Beneficiary 4

Has this trustee ever been a disqualified person by the regulator (ATO or APRA)? 1 *

Has this trustee ever been a disqualified person by the regulator (ATO or APRA)? 3

Has this trustee ever been a disqualified person by the regulator (ATO or APRA)? 4

Is the trustee a Resident of Australia? for Trustee 1 / Beneficiary 1 *

Is the trustee a Resident of Australia? for Trustee 3 / Beneficiary 3

Is the trustee a Resident of Australia? for Trustee 4 / Beneficiary 4

Authorise Superannuation Warehouse to be the administrator of the Fund

As Trustees of the SMSF, as set out above, we request and authorise Superannuation Warehouse to be the administrator of the Fund, act as tax agent and appoint an auditor.

Death Benefit Nomination

In the Trust Deed we issue, upon the death of a Member, the benefits will be allocated at the discretion of the remaining Trustees unless a Binding Death Benefit Nomination is in place. A Binding Death Benefit Nomination form can be downloaded from our website or we can assist in preparing this.

An SMSF must be operated as soon as it is set up. It cannot remain inactive like a dormant company. For this reason, please advise the estimated initial roll-over receipt expected to be added to the SMSF. Add In $

Superannuation Warehouse will add your SMSF to our Tax Agents License and perform the accounting, tax and audit functions, assisting you as Trustees in keeping your Fund compliant with ATO rules and guidelines. There are no lock-in contracts, but please advise the monthly fee option as explained on our fees page.

$60
$100

As part of the Setup, we can initiate a
Macquarie Cash Management Account and
Macquarie Online Trading Account for your SMSF. Please tick the box below if you would like us to initiate this process.

Macquarie Bank Account Set-up
Macquarie Online Trading Account

Notes or general comments

Additional information

Additional information

Will Name	Deed of Indemnity, EPOA, Simple Will, SMSF Will BDBN, Successive Director appointments, Testamentary Trust

Simple Will

Additional information

Have Questions? Ask Superannuation Warehouse experts

Have Questions?
Ask Superannuation Warehouse experts