Prowealth SMSF Setup Forms
Prowealth SMSF Setup Forms
Prowealth SMSF Setup Forms
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Proposed Super Fund Details<br />
Q1 - Super Fund Name<br />
Unless you specify otherwise, <strong>Prowealth</strong> will name your Self Managed Super Fund.<br />
Complete the box below ONLY if you want to choose a name for your fund.<br />
Super Fund Name (We recommend you leave blank and <strong>Prowealth</strong> will name the entity to avoid error or duplication)<br />
Standard naming method example - If names are John and Lisa Smith, then it would look like - The Smith Self Managed Super Fund.<br />
Self Managed Super Fund<br />
Q 2 - Corporate Trustee of Super Fund Name<br />
Unless you specify otherwise, <strong>Prowealth</strong> will name the Corporate Trustee of your Super Fund.<br />
<br />
<br />
Corporate Trustee Name (We recommend you leave blank and <strong>Prowealth</strong> will name the entity to avoid error or duplication)<br />
Standard naming method example - If names are John and Lisa Smith, then it would look like - J and L Smith 1 Pty Ltd.<br />
Pty Ltd<br />
Q 3 - Corporate Trustee of Bare Trust Name<br />
Unless you specify otherwise, <strong>Prowealth</strong> will name the Corporate Trustee of your Bare Trust.<br />
<br />
<br />
Corporate Trustee Name (We recommend you leave blank and <strong>Prowealth</strong> will name the entity to avoid error or duplication)<br />
Standard naming method example - If names are John and Lisa Smith then it would look like - J and L Smith 2 Pty Ltd.<br />
Pty Ltd<br />
Q 4 - Property Address<br />
The property address must be noted below as it is written into the Bare Trust. <strong>Prowealth</strong> can complete this for you.<br />
<br />
Address of Property (We recommend you leave blank for <strong>Prowealth</strong> to complete the correct legal address)<br />
Suburb State Postcode<br />
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