SMSF toolkits

This FAQ outlines key questions that must be taken into consideration when appointing a trustee or director in a SMSF.

This document appoints an individual as an additional trustee or to appoint an individual as an additional director of the corporate trustee. This document is not suitable for the purpose of appointing a company as the corporate trustee. It is not suitable where third parties such as Banks require the appointment of the trustee by way of a deed.

From 1 July 2007, any person who becomes a trustee of an SMSF or a director of a company acting as trustee of an SMSF must complete this declaration within 21 days of becoming a trustee/director.

ATO NAT 3036 - change of details for super entities.