transfer your SMSF to Redwood Advisory. Experts in SMSF Property Loans and SMSF Audits

1.
Self
Managed
Superannuation
Fund
–
Application
to
Transfer
Existing
SMSF
Form
Fund
Details:
Fund
Name
___________________________________________________________
Contact
Name
___________________________________________________________
Postal
Address
__________________________________________________________
Mobile
_____________________
Email
_________________________________________________________________
Previous
Administrator/
Accountant
Name
Company
___________________________________________________________
Contact
Name
___________________________________________________________
Postal
Address
__________________________________________________________
Email
_________________________________________________________________
A. CORPORATE
TRUSTEE
(if
applicable)
Company
Name
___________________________________________________________
ACN
___________________________________________________________
Is
Redwood
Advisory
to
assist
with
corporate
maintenance?
Registered
Office:
Please
select
if
you
would
like
to
use
Redwood
Advisory’s
Secretarial
Service.
An
Annual
fee
of
$150
applies
Other
(use
postal
address
above)

2.
B. TRUSTEE/
MEMBER
DETAILS
(Full
Legal
Names)
Trustee/
Member
1
Title
_______
Surname
________________________
First
Name
____________________
DOB
____/______/________
Place
of
Birth
_____________TFN
____________________
Address
(No
PO
Box
)_________________________________________________________
Trustee/Member
2
Title
_______
Surname
________________________
First
Name
____________________
DOB
____/______/________
Place
of
Birth
_____________TFN
____________________
Address
(No
PO
Box
)_________________________________________________________
Trustee/
Member
3
Title
_______
Surname
________________________
First
Name
____________________
DOB
____/______/________
Place
of
Birth
_____________TFN
____________________
Address
(No
PO
Box
)_________________________________________________________
Trustee/
Member
4
Title
_______
Surname
________________________
First
Name
____________________
DOB
____/______/________
Place
of
Birth
_____________TFN
____________________
Address
(No
PO
Box
)_________________________________________________________
C. Section
C:
Authority
to
Proceed
I/We
hereby
instruct
Redwood
Advisory
Pty
Ltd
to
provide
the
necessary
documentation
to
transfer
the
above
named
fund
and
agree
to
the
fee
specified.
I
acknowledge
that
the
accuracy
of
the
documentation
is
dependent
on
the
information
provided
and
I
certify
that
the
above
information
is
true
and
correct.
I/We
appoint
Redwood
Advisory
Pty
Ltd
to
undertake
the
administration
of
my
fund
for
a
minimum
period
of
2
years
from
the
date
of
this
application
form.
I/we
agree
to
the
following
fees:
Monthly
Administration
Charge
of
$89.99
per
month
or
$1080
annually.
For
pension
funds,
an
annual
fee
of
$1,480
will
apply
or
$123.30
per
month.
For
the
first
year
of
operation,
the
fund
will
incur
a
fee
of
$1080
(accumulation)
or
$1,480
(pension);
All
amounts
exclude
GST.

3.
APPLICANTS
SIGNATURE
Director/
Member
1
_____________________________
_____/____/______
Name
Date
_____________________________
Signature
Director/
Member
2
_____________________________
_____/____/______
Name
Date
_____________________________
Signature
Director/
Member
3
_____________________________
_____/____/______
Name
Date
_____________________________
Signature
Director/
Member
4
_____________________________
_____/____/______
Name
Date
_____________________________
Signature
Are
you
ready
to
lodge
this
application?
Please
forward
the
completed
form
to
Redwood
Advisory
using
one
of
the
following
options:
Scan
and
email
this
form
to
service@redwoodadvisory.com.au
Post
to
Redwood
Advisory,
Level
40,
140
William
Street,
Melbourne,
VIC,
3000
Fax
the
completed
form
to
1300
883
978