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Trustee declaration

Form for trustee or director of a corporate trustee of an SMSF to declare you understand your obligations.

Last updated 17 August 2020

The Trustee declaration is signed by trustees and directors of a corporate trustee of a self-managed superannuation fund (SMSF) to declare they understand their obligations and responsibilities.

Read the Trustee declaration carefully. If you don't understand any of the responsibilities, then you should find out about them before signing the declaration.

Note: You must keep your completed declaration for the life of the SMSF and for at least 10 years after your SMSF winds up. Do not send your completed declaration to us unless we ask for it.

How to obtain this form

You can download this form in Portable Document Format (PDF) - download Trustee declaration (NAT 71089, PDF, 228 KB)This link will download a file.

Who should complete this declaration

You must complete this declaration if you become a trustee or the director of a corporate trustee of a new SMSF or existing SMSF.

This declaration must be signed within 21 days of becoming a trustee or director.

A separate declaration is required to be completed and signed by each and every trustee or director.

You must also complete this declaration if you:

  • have undertaken an ATO approved course of education to comply with an education direction
  • are a legal personal representative who has been appointed as a trustee or director on behalf of a:    
    • member who is under a legal disability (usually a member under 18 years old)
    • member for whom you hold an enduring power of attorney
    • deceased member.

To find out more, speak to a professional adviser or contact us on 13 10 20.