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Download the Portable Document Format (PDF) of Trustee declaration (NAT 71089, PDF, 173KB).
All new trustees (and directors of corporate trustees) of an SMSF are required to sign a Trustee declaration. The declaration aims to ensure that new trustees (or directors of corporate trustees) understand their obligations and responsibilities.
Read this declaration in conjunction with Self-managed super funds - Key messages for trustees (NAT 71128).
You must complete this declaration if you become a new trustee (or director of a corporate trustee) of:
You must sign this declaration within 21 days of becoming a trustee or director of a corporate trustee of an SMSF.
A separate declaration is required to be completed and signed by each and every new trustee (or director of a corporate trustee).
You must also complete the declaration if you are a legal personal representative who has been appointed as trustee (or director of a corporate trustee) on behalf of a:
Make sure you read Self-managed super funds - Key messages for trustees (NAT 71128). It highlights some of the key points from the declaration and some important messages for you.
Before you complete and sign this declaration, make sure you:
If you have any difficulties completing this declaration or you do not fully understand the information it contains:
If you are not familiar with some of the terms used in this declaration or you need more information, refer to Running a self-managed super fund (NAT 11032).
When you complete this declaration, remember to:
You must keep your completed declaration for at least 10 years and make it available to us if we request it.
We recommend that you keep a copy of your completed declaration and refer to it and Self-managed super funds - Key messages for trustees (NAT 71128) when making important decisions, such as those relating to choosing investments, accepting contributions and paying benefits.
Do not send your completed declaration to us.
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