Trust Deed Variation Form Page 2
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3SMSF Daily Services Trust Deed Variation
SECTION 4 - EMPLOYER (NOT NECESSARY FOR MEMBER CONTROLLED FUND)
Please indicate if:
Company
Partnership
Other (specify)
Full Name
ACN
Registered Office Address
If employer controlled, please specify the Directors or Partners of the employers on page 2 of this form.
SECTION 5 - INDIVIDUAL DATA
Person A (Founding member)
Person B
Person C
Person D
Surname
Given name
Gender
/
/
/
/
/
/
/
/
Date of birth
Residential address
Member of fund
Yes
No
Yes
No
Yes
No
Yes
No
Individual Trustee
Individual Trustee
Individual Trustee
Individual Trustee
Please indicate
if either
Trustee Director
Trustee Director
Trustee Director
Trustee Director
If employer
controlled, please
Director / Partner
Director / Partner
Director / Partner
Director / Partner
indicate if
of employer
of employer
of employer
of employer
SECTION 6 - DEATH BENEFIT NOMINATION
Beneficiary Name
Relationship to
member
Address
%
%
%
%
Proportion
Binding
Binding
Binding
Binding
Non-Binding
Non-Binding
Non-Binding
Non-Binding
Please indicate
if either
Non Lapsing Binding
Non Lapsing Binding
Non Lapsing Binding
Non Lapsing Binding
2
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Parent category: Business