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We require a QROPS Deed for UK Pension Transfers
The ATO is currently auditing about 80% of new SMSFs. This audit process will significantly slow down the issuing of the TFN and the registering of the fund. If your fund is chosen for audit please comply with their requests. We are here to help.
Details of the SMSF
Include Unit/Floor/Bldg, Street No., Street Name, Suburb, State & Postcode
Date can be left blank when ordering BUT must be filled in when signing the trust deed)
Individual Trustee/Member Details
If Trustees are individuals - Please note that to be a regulated SMSF every member of the fund must also be a trustee and therefore must be a minimum of 2 trustees.
Individual/Member 1
Individual/Member 2
Click to add a third Individual
A SMSF must be run for the sole purpose of providing retirement benefits for the members. No money is allowed to be used for personal use unless a condition of release is met. See below link for more information.
https://www.ato.gov.au/Super/Self-managed-super-funds/Thinking-about-self-managed-super/*
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