SMSF toolkits

Use this template resolution to admit a child as a member of the SMSF. This template is only relevant if the application is aged 17 years or less at the time of admission. The appointment must occur before or at the same time as the admission of the member to ensure the Fund satisfies the definition of "self managed superannuation fund"

Use this template resolution to admit an adult as a member of a Self Managed Superannuation Fund (SMSF). It is suitable for both individual and corporate trustees.

This notification permits a member/prospective member to quote their Tax File Number (“TFN”) to the Trustee in a manner permitted by Part 25A of the Superannuation Industry (Supervision) Act 1993. There is no legal obligation to do this, but giving your tax file number to your superannuation fund has a number of advantages, our checklist explains.

This written resolution permits a child member/prospective member to quote their Tax File Number (“TFN”) to the Trustee in a manner permitted by Part 25A of the Superannuation Industry (Supervision) Act 1993.