Simple Will

$330.00 – $1,800.00 (Inc. GST)

Will Name

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

Trustee / Beneficiary 1*

1. Title *

1. First Name *

1. Middle Name

1. Surname *

1. TFN *

1. Email Address

1. Date of Birth *

1. Occupation *

1. Field of Work *

Has Trustee 1 ever been:

1. Convicted for dishonest conduct? *

1. Received a civil penalty order? *

1. Disqualified by the regulator (ATO or APRA)? *

Is Trustee 1 an:

1. Undischarged bankrupt? *

1. Australian Resident? *

Trustee / Beneficiary 3

3. Title

3. First Name

3. Middle Name

3. Surname

3. TFN

3. Email Address

3. Date of Birth

3. Occupation

3. Field of Work

Has Trustee 3 ever been:

3. Convicted for dishonest conduct?

3. Received a civil penalty order?

3. Disqualified by the regulator (ATO or APRA)?

Is Trustee 3 an:

3. Undischarged bankrupt?

3. Australian Resident?

Trustee / Beneficiary 4

4. Title

4. First Name

4. Middle Name

4. Surname

4. TFN

4. Email Address

4. Date of Birth

4. Occupation

4. Field of Work

Has Trustee 4 ever been

4. Convicted for dishonest conduct?

4. Disqualified by the regulator (ATO or APRA)?

4. Received a civil penalty order?

Is Trustee 4 an:

4. Undischarged bankrupt?

4. Australian Resident?

Administrator of the Fund

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

Benefits will be allocated

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.

Estimated Initial Roll-Over Receipt 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.

SMSF Accounting, Tax, and Audit Service

$60
$100

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.

Macquarie Process

Macquarie Bank Account Set-up
Macquarie Online Trading Account

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 above if you would like us to initiate this process.

Notes or general comments

SKU: N/A Category: Wills

Additional information

Additional information

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

Simple Will

Trustee / Beneficiary 1*

Has Trustee 1 ever been:

Is Trustee 1 an:

Trustee / Beneficiary 3

Has Trustee 3 ever been:

Is Trustee 3 an:

Trustee / Beneficiary 4

Has Trustee 4 ever been

Is Trustee 4 an:

Additional information

Have Questions?
Ask Superannuation Warehouse experts

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Simple Will

Trustee / Beneficiary 1*

Has Trustee 1 ever been:

Is Trustee 1 an:

Trustee / Beneficiary 3

Has Trustee 3 ever been:

Is Trustee 3 an:

Trustee / Beneficiary 4

Has Trustee 4 ever been

Is Trustee 4 an:

Additional information

Have Questions? Ask Superannuation Warehouse experts

Popular Searches

Have Questions?
Ask Superannuation Warehouse experts