SMSF TRUST DEED DEED UPGRADE AND TRUSTEE COMPANY ORDER FORM

SMSF TRUST DEED , DEED UPGRADE AND TRUSTEE COMPANY ORDER FORM www.smsf.tv info@smsf.tv Deed Establishment Deed Upgrade Practice / Firm Detail Phone - 07 5630 6548 Corporate Trustee Compliance Documents Fax - 07 5630 6531 Annual Upgrade Date of Order Practice Name Practice Address Contact Name Email Phone number Automatic upgrading is essential to the success and the expense of a SMSF given that there are so many ongoing changes. It is important for advisers to ensure trustees are on the SMSF Strategies automatic upgrade program. Each year the SMSF deed will be upgraded. The cost for an annual upgrades is $145 per annum - please tick the box to indicate this option and complete the attached Ezy Pay form for a Credit Card/Direct Debit payment. Payment Method Please Note: Orders will be commenced on receipt of payment Credit Card/Direct Debit - Please complete the Ezy Pay form attached and fax to (07) 5630 6531 Cheque - SMSF Strategies Burleigh Town Post Office PO BOX 3090 Burleigh Town Qld 4220 Hard Copy $395 $ 495 $ 850 $ 495 Deed Establishment Corporate Trustee Deed Upgrade $750 $395 $245 Bank Deposit National Australia Bank BSB: 082 - 078 Acc No: 79075 - 5597 Electronic - Email Deed Establishment Corporate Trustee Deed Upgrade Compliance Documents Fund Details - Existing or New Name of Fund Date of Establishment Registered Address Trustees ACN NOTE: This section for new SMSF corporate trustees only Officer(s) and Member(s) details Note:1st Officer will default as chairman and public officer of the company All Trustee companies are special purpose SMSF trustee companies. Surname Address Date of Birth Director Secretary Officer(s) and Member(s) details Given Names CIty of Birth Shareholder Beneficially owned Class of Shares Country No. of shares Note:1st Officer will default as chairman and public officer of the company Surname Address Date of Birth Director Secretary Officer(s) and Member(s) details Given Names CIty of Birth Shareholder Beneficially owned Class of Shares Country No. of shares Note:1st Officer will default as chairman and public officer of the company Surname Address Date of Birth Director Secretary Officer(s) and Member(s) details Given Names CIty of Birth Shareholder Beneficially owned Class of Shares Country No. of shares Note:1st Officer will default as chairman and public officer of the company Surname Address Date of Birth Director Secretary CIty of Birth Shareholder Beneficially owned Given Names Country Class of Shares No. of shares This section for individual trustees and existing company trustee member/directors Member and Trustee Detail Surname Address Date of Birth Member and Trustee Detail Given Names Tax file Number Trustee/Director Surname Address Date of Birth Member and Trustee Detail Given Names Tax file Number Trustee/Director Surname Address Date of Birth Member and Trustee Detail Given Names Tax file Number Trustee/Director Surname Address Date of Birth Tax file Number Given Names Trustee/Director Please forward: 1. 2. Complete application form and email to info@smsf.tv or fax to (07) 5630 6531. If amending an existing deed please send a scanned copy with variation clause, execution pages, front page and any schedules to info@smsf.tv or send to SMSF Strategies (Vanuatu) Ltd, PO Box 3090, Burleigh Town QLD 4220 No orders will be sent until receipt of payment. 3.