Below is a complete list of individual documents you may have need to access from time to time. 

 

To read these forms you will need Acrobat Reader.          

1. Macquarie Redemption Authority from01/03/2010

For the deduction of authorised fees, expenses and tax payments from the Fund cash account if it is held with Macquarie Bank.

2. Fee Redemption Authority from19/11/2008

For the deduction of fees from the Fund cash account if it is NOT held with Macquarie Bank. Please note that certain daily balancing features and/or the collection of adviser fees may not be possible if using an alternative bank for the fund’s cash account.

3. Instalment Warrantfrom09/02/2010

To establish a DIY Instalment Warrant

4. Pension Establishment Documentation  from09/02/2010

For the establishment of a pension

5. Contribution Notification Form  from09/02/2010

6. Transaction Notification Form  from09/02/2010

To notify Tranzact Super of a transaction on the cash account

7. Change of Administrator Notice from09/02/2010

For a transfer of an existing fund’s administration to Tranzact Super

8. Investment Manager Instructions from09/02/2010

For multiple instructions to fund managers

9. Adviser Authority to Release Information from19/11/2008

For fund managers who will not cooperate without adviser permission

10. Standard Transfer Form from19/11/2008

For the transfer of assets in specie

11. Notice of Compliance for SG purposes from 05/05/2010

This form is used to notify an employer that the fund is a complying fund and able to receive superannuation guarantee contributions.

12. Non Lapsing Member Specific Binding Death Benefit Form from 05/05/2010

This form is used to prepare a non lapsing binding death benefit nomination by our consulting lawyers based upon the member's specific instructions.

13. Personal Tax File Number Notification from19/11/2008

For the provision of personal tax file numbers to the administrator

14. Stand Alone Deed Order Formfrom19/11/2008

For the set up of a new fund that is not going to part of the compliance & administration bureau

15. Deed & Corporate Trusteefrom19/11/2008

For the set up of a new fund which requires a new corporate trustee

16. Change of Company Namefrom19/11/2008

For changing the name of an existing company

17. Change of Trustee  from19/11/2008

For the change of a trustee

18. Change of Fund Name from19/11/2008

For the changing of a fund’s name

19. Stand Alone Company Order Form from 1/7/2008

For the set up of a new company which is not going to be associated with the compliance & administration bureau

20. Deed Upgrade Form  from19/11/2008

For the upgrade of deeds

21. Client Contact Authority Form from 19/11/2008

To authorise Tranzact Super to contact a trustee direct & advise the contact details

22. Retirement Notification Form from 09/02/2010

To notify the trustee of the member’s retirement over the age of 55

23. ABN & TFN Authority from 09/02/2010

To be used for the establishment of new funds only as part of the set up documentation

24. Product Disclosure Statement from 19/11/2008

This PDS explains the SMSF admin and compliance service

25. Notification of Approved Consolidated or Wrap Reporting Service Current from09/02/2010

This form is required to participate in the fee discount applicable to this type of structure.

26. BAS Authority from09/02/2010

To enable Tranzact Super to lodge BAS within the stringent time limits imposed.

27. Director's Consent from 19/11/2008

Required to ensure Director is legally capable.

28. Individual Trustee's Consent from 19/11/2008

Required to ensure Individual Trustee is legally capable.

29. CU Form from 07/05/2010

Required to alter the tax agent appointment for the fund.

30. Trustee Declaration from1 9/11/2008

Required for new fund members/trustee

31. CMA Flyer from 30/04/2009

Macquarie Cash Management Account

32. Macquarie Cash Solutions from 30/04/2009

Macquarie cash solutions flyer

33. CMA Transition Letter Template from 30/04/2009

CMA Transition Letter Template

34. Tax Depreciation Report for Rental Property from 09/02/2010

ATO Forms

1. Contribution Splitting Application

2.  Intention to Claim a Tax Deduction

3.  Tax File Number Notification