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Chosen a name for your SMSF

Personal details for each member including tax file numbers

If you intend to use a corporate trustee, the name you would like to use for this company

Identification documents for yourself and each fund member, eg. driver’s license, Medicare card, passport

Details of your existing SMSF

Details of your corporate trustee (if you have one)

If you are using an administrator for your fund, their contact details so we can contact them and initiate the transfer

Personal details for each member including tax file numbers