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Step 3
Transfer of administrator
Online transfer of Super admin
Alastair pls provide copy about the details the members will need to be able to complete this step. We'll use DocuSign to email the transfer of Super admin, and to collect the Trust details such as SMSF name, ABN, and TFN.
Trust details you'll need:
Name of trust
Tax File Number (TFN)
Australian Business Number (ABN)
To-dos:
Emailed the Transfer of Super admin document to all members for signing.
Awaiting Transfer of Super admin signature from Tom Smith.
Awaiting Transfer of Super admin signature from Sallee Smith.
Awaiting Transfer of Super admin signature from Laura Smith.