Client Details Form – SMSF

This form is suitable for clients who wish to transfer their Self-Managed Super Fund tax and / or accounting requirements to KF & Associates.

What you need to complete this form:
• The SMSF Tax File Number.
• Australian Business Number.
• Trustee or authorised personnel contact details: Phone number and email.
• SMSF contact details: Address, Phone number and email.
• Income information: Sales and investment income (if any).
• Banking Details.
• Trustee information: Name and ABN (if any).
• Deed and deed variation. (if any)
• Member’s details: Name, Address and Date of Birth.