Request to vary the Trust Deed of a Self Managed Superannuation Fund

This form is designed to give us the information we need to get the process on the way

to vary the Trust Deed of a Self Managed Superannuation Fund.

Please fill in all details required and return the form to us with payment. We will then

prepare the Trust Deed and other documents for the signature of all trustees.

1. Contact details / person authorising the establishment of this fund:

Name
Address
Phone
Fax
Email
Position/Capacity
Firm, if applicable

2. Name of employer-sponsor of the fund, if applicable?
3. Do you want to update the existing Trust Deed by varying it with a Deed of Variation?	Yes No If yes, please forward a copy of the current Trust Deed.
Do you want to restructure the trustee to satisfy the requirements for a Self Managed Superannuation Fund?	Yes No If yes, please complete the following details about the present and proposed trustees:
Name of present trustees:

6. A fund may have either a Corporate Trustee or Individual Trustees. If a Corporate Trustee all of the Directors must be members of the fund and there must be no other Directors. If Individual Trustees, then all members must be Trustees and there must be no other Trustees. If a member employs another member, the employed member must be related to another member who employs that member or the members must be business partners.

If the fund will have only one member, then the Trustee must be either:

• a Company with the member as the only Director; or 
• a Company with the member and one other person being the only Directors, and where that other person is an employer of the member that person is a relative of the member or a director of the employer sponsor with the member; or 
• the member as an Individual Trustee and one other person. The other person must not be the employer of the member unless that person is a relative of the member or a Director of the employer sponsor, of which the member is also a Director.If Corporate Trustee, details are:

Proposed Trustee

If Corporate Trustee, details are:

Company name
Registered Office address:
A.C.N.
A.B.N.
Total number of Directors

If Single member fund, please advise details of other Director if applicable or Individual Trustee.

Position	Director of Corporate Trustee Individual Trustee
Title	Mr Mrs Ms Miss Dr
Full Name
Address

7. Please complete the following details for all proposed members of the fund.
Member one:

Position	Director of Corporate Trustee Individual Trustee
Title	Mr Mrs Ms Miss Dr
Full Name
Address
Date of Birth

Member two, if applicable:

Position	Director of Corporate Trustee Individual Trustee
Title	Mr Mrs Ms Miss Dr
Full Name
Address
Date of Birth

Member three, if applicable;

Position	Director of Corporate Trustee Individual Trustee
Title	Mr Mrs Ms Miss Dr
Full Name
Address
Date of Birth

Member four, if applicable;

Position	Director of Corporate Trustee Individual Trustee
Title	Mr Mrs Ms Miss Dr
Full Name
Address
Date of Birth

7. Anticipated commencement date for the fund:
8. Other comments / information / instructions about the establishment of your new Self- Managed Superannuation Fund :
9. I would like to discuss the possibility of Morrows completing the accounting, taxation and other administration / compliance work for this fund:	Yes No
10. How did you hear about us?