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.
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
Self managed super funds - key messages for trustees
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.
Death Benefit Notice - submit your death benefit notice through “Death Benefit Notice Form”.
Click to view & complete.
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.
Establishment Resolutions of Trustees Minutes – submit resolutions establishment through
“Establishment Resolutions of Trustees Minutes” form.
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
Statement of Compliance – submit your statement of compliance through “SMSF Statement of
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.
Establishment Email Template – standard email templates that are triggered during new superannuation
Balance Transfer between Funds – useful information on completing the request to transfer whole
balance of superannuation benefits between funds form by ATO.
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.
For further information please contact us:
Telephone : 1300 276 266
Email : firstname.lastname@example.org