BALDWINS Australian Lawyers and Consultants ABN: 52 616 703 441

LEVEL 6, 313 LATROBE STREET MELBOURNE VICTORIA AUSTRALIA 3000 Telephone: (03) 9606 0022   Fax: (03) 9606 0882 Email: mail@baldwins.com.au Website: www.baldwins.com.au

ORDER FORM – UPDATE DEED OF A SELF MANAGED SUPERANNUATION FUND (‘SMSF’) with four or fewer members.

*Please complete all details in block letters.  Please mail this order form with attached documents to us (do not fax).

NAME OF FUND

Section A: Person ordering

Person ordering

Signature

(documents and invoice will be directed to this person, unless otherwise instructed)

Company name (if applicable)
Street address
Postal address, if different
Phone					Fax		Email

Section B: Required Documents

The original deed which set up the fund dated (dd/mm/yyyy)					/        /
Any deeds that later varied the original deed, plus any resolutions or changes of trustee, dated:
/        /		/        /		/        /			/        /		/        /

Please also supply all consents and notifications in respect of all prior variations.  Note that unless a complete document trail is made available, a disclaimer will be issued reflecting the documents supplied.

Section C: Current trustee details

If the Trustee is a Company then complete section C(i) only.  If the Trustees are individuals then complete section C(ii) only.

Section C(i) : Trustee information where trustee is a company

Name			ACN	-             -
Address of Registered Office

Full names of all directors of trustee company

T1		T2
T3		T4

Section C(ii): Trustee information where trustees are individuals

If the Trustee comprises individuals, their full names:

T 1	Full Name
	Street Address

T 2	Full Name
	Street Address

T 3	Full Name
	Street Address

T 4	Full Name
	Street Address

Note that any member that is employed by another member or related entity must be a relative or a director of the employer-sponsor.  Also persons previously convicted of an offence involving dishonesty are disqualified from being admitted to an SMSF.  Severe penalties can be imposed for breach of the member/trustee rules.

Section D: Details of Each Employer that contributes to the fund

If no employer contributes to this fund then go directly to section E.

Employer Details

If this employer is identical to the information in Company Trustee then tick here  and go directly to section E.  If more than one employer, please complete additional details at section G, below.

Name			ACN	-             -
Address of Registered Office

Full names of all directors of Employer company

D1		D2
D3		D4

Section E: Details of each member                                                                                                                                                                       

M 1	Full Name	T1?
	Street Address

M 2	Full Name	T2?
	Street Address

M 3	Full Name	T3?
	Street Address

M 4	Full Name	T4?
	Street Address

Section F: Special Instructions

Please tick here  if you do not require a ring-binder.

Note that Baldwins and its associates, affiliates and sub-contractors are not licensed to provide financial product advice under the Corporations Act 2001 (Cth).