Before you start
- The fund’s name
- The corporate trustee’s ACN or ABN and name
- The SMSF deed if available (optional)
- Each member’s name, email, mobile and date of birth
- A clear photo of each member’s ID
The fund and its trustee
Enter the fund’s name, then the corporate trustee’s ACN or ABN. Check confirms the registration with the ABR and fills the trustee company for you. Attach the SMSF deed if the buyer has it.
Who are the members of the fund?
Add the fund’s members. For a corporate-trustee SMSF, that’s the trustee company’s directors. One person per screen: fill them in and click Continue, and the list of members added so far appears, where Add another member starts the next one. Continue from the list moves the EOI on.