SMSF Newfund

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SMSF New Fund Establishment
Trustee Resolutions & other documents.

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SMSF Newfund

  1. 1. SMSF Newfund SMSF New Fund Establishment
  2. 2. Newfund MBPCloud SMSF Newfund contains files necessary for you to establish a new superannuation fund. “SMSF Newfund” icon in home page directs you to the below page. Welcome – gives you a brief description about “SMSF Newfund” app.
  3. 3. Newfund FAQ’s – view Frequently Asked Questions on Self Managed Superannuation Fund. Trustee Declaration(s) – useful facts including key messages for trustees and trustee declaration by ATO. Clicking “Trustee Declaration(s) directs you to the below page. Click menus in the page to view respective information. Click to view
  4. 4. Newfund Self managed super funds - key messages for trustees
  5. 5. Newfund Trustee Declaration
  6. 6. Newfund Membership Application(s) – clicking “Membership Application(s)” directs you to the below page. Membership Application - submit your membership application through “SMSF Membership Application” form. Click to view & complete.
  7. 7. Newfund Death Benefit Notice - submit your death benefit notice through “Death Benefit Notice Form”. Click to view & complete.
  8. 8. Newfund Declaration & Consent to Act as Trustees – submit your declaration & consent to act as trustees of a super fund through “Declaration & Consent to Act as Trustees/Directors of the Corporate Trustee of a Superannuation Fund” form.
  9. 9. Newfund Establishment Resolutions of Trustees Minutes – submit resolutions establishment through “Establishment Resolutions of Trustees Minutes” form.
  10. 10. Newfund Superannuation Deed – submit your superannuation deed schedule & view standard superannuation deed T&C’s. Clicking “Superannuation Deed” directs you to the below page. Superannuation Deed Schedule
  11. 11. Newfund Superannuation Deed Terms & Conditions
  12. 12. Newfund Statement of Compliance – submit your statement of compliance through “SMSF Statement of Compliance Declaration”.
  13. 13. Newfund Investment Strategy – your investment strategy & proposed investment resolution stored here. Clicking “Investment Strategy” directs you to the below page. Investment Strategy - submit your investment strategy through “SMSF Investment Strategy Trustee Minute” form. Click to view & complete. Resolution of Proposed Investment - submit your resolution of proposed investment through “Resolution of Proposed Investment of SMSF Assets Minutes” form. Click to view & complete.
  14. 14. Newfund Establishment Email Template – standard email templates that are triggered during new superannuation fund establishment.
  15. 15. Newfund Balance Transfer between Funds – useful information on completing the request to transfer whole balance of superannuation benefits between funds form by ATO.
  16. 16. Newfund ABN Registration – useful information on Australian Business Register. Steps – procedures on how to Establish your SMSF New Fund. Click to view. Product Disclosure – SMSF New Members’ Product Disclosure Statement. Click to view.
  17. 17. THANK YOU! For further information please contact us: Telephone : 1300 276 266 Email : support@mbpcloud.com

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