Order Form - Self Managed Superannuation Fund

Order Placed By

Super Fund Details

Name of Fund *
Delivery Date	ASAP :or enter dd-mm-yyyy below
Commencement Date *		[dd-mm-yyyy]
Party to the Deed
Party 1
Name *		ACN
Address *
Role(s)	Trustee Member	Date of Birth eg. dd-mm-yyyy
Party 2
Name		ACN
Address
Role(s)	Trustee Member	Date of Birth eg. dd-mm-yyyy
Party 3
Name		ACN
Address
Role(s)	Trustee Member	Date of Birth eg. dd-mm-yyyy
Party 4
Name		ACN
Address
Role(s)	Trustee Member	Date of Birth eg. dd-mm-yyyy
Party 5
Name		ACN
Address
Role(s)	Trustee Member	Date of Birth eg. dd-mm-yyyy
Party 6
Name		ACN
Address
Role(s)	Trustee Member	Date of Birth eg. dd-mm-yyyy
For Individual Trustees: Is there any reason, legal or other, which would disqualify the applicant(s) from acting as trustee? *			Yes No
For corporate trustees: Please list the company's directors
Type of Presentation *	Deluxe Economy Reduced Green
	(Economy, Reduced & Green Packages available only to accounting and legal firms.)
Packages Options	Product Disclosure Statement - Full	Fee is $110.00	Yes No
	Product Disclosure Statement - Short	Fee is $55.00	Yes No
For Economy, Reduced and Green Packages	Please advise if you require any of these options
	ATO registration completed and lodged ($77.00)	Please complete the next section
	Letter authorising roll-over from another super fund ($11.00)
	Bank account opening kit required ($5.50)

ATO Registration

Where do you want the ATO to send correspondence [Street Address Only]
The address to be shown as the business address of the fund [Street address only]
Who do you want the ATO to telephone
What are the normal contact details during business hours for the person nominated above?		Telephone
		Facsimile
		Email
If using a tax agent as contact person		Tax agent's registration number
Use ATO's internet-based e-commerce system		Yes No
		Email
The Trustee's Tax File Number is [Optional]
The Tax File Number for each member
Name		TFN
Name		TFN
Name		TFN
Name		TFN

We will assume that the fund is not applying for GST registration at this stage. If that assumption is incorrect, please complete the section below:-

What will be the annual turnover
Do you wish to lodge your activity statement	Monthly Quarterly Annually
Accounting Method	Cash Accrual

Additional Notes

By ticking this box, I:-

agree to the terms and conditions:
acknowledge I have read the terms and conditions and understand them;
understand that I may only use the services of Castle Corporate Pty Ltd by agreeing to accept the terms and conditions;

I cannot use the services of Castle Corporate Pty Ltd if I reject the terms and conditions

Enter character in the box * :