02.06.2014 Views

Prowealth SMSF Setup Forms

Prowealth SMSF Setup Forms

Prowealth SMSF Setup Forms

SHOW MORE
SHOW LESS

You also want an ePaper? Increase the reach of your titles

YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.

Q 7 - Consent to Establish and Payment<br />

<strong>SMSF</strong> Property Purchase Package - $4,499 including GST<br />

Establishment of Self Managed Super Fund + Corporate Trustee<br />

Establishment of Corporate Trustee and Bare Trust<br />

Establishment/Documentation of installment warrant arrangement (where necessary).<br />

<br />

<br />

An initial deposit of $1,000 is required in order to establish your Self Managed Super Fund and Trustee Companies.<br />

You pay this by direct deposit or credit card from your personal funds.<br />

Once your Super fund has been established and funds are available, the full amount of $4,499 will be transferred from<br />

your new Super fund to <strong>Prowealth</strong> Accounting and your initial $1,000 payment will be refunded to you personally.<br />

To pay your initial $1,000 via direct deposit -<br />

Account Name<br />

<strong>Prowealth</strong> Accounting Services Pty Ltd<br />

Account BSB 062544 Reference Your Surname<br />

Account Number 10685540 Bank Commonwealth Bank<br />

Or complete your details below to pay your initial $1,000 via credit card if you choose this option -<br />

Card Number<br />

____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____<br />

Name on Card<br />

I/we :<br />

Expiry Date /<br />

Card Security No.<br />

Last 3 digits from rear of card ____ ____ ____<br />

Circle Type <br />

<br />

<br />

and have directed <strong>Prowealth</strong> to establish the entities listed on this application form;<br />

<br />

before making a decision whether or not to transfer any fund balances from my existing Super to the new Self Managed<br />

Fund and before making any contributions to this new fund;<br />

<br />

<br />

<br />

<br />

prior to the establishment the entities listed on this application form.<br />

Signatures of all members / directors are required for processing. Attach copy of page if more than two.<br />

Name Signed Date<br />

/ /<br />

Name Signed Date<br />

/ /

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!