First Name

Middle Name

Last Name

Address

City

State

Post Code

Country

Contact number

Email address

SMSF Fund name

Individual or Corporate Trustee

Number of Attorneys

Attorney options

Number of Alternate attorneys

Commencement

On this date

On this occasion

Would you like the attorney's role as trustee to continue after your death?

If you regain legal capacity to act as trustee, do you want your attorney to remain in office as your replacement trustee?

Do you wish to nominate a separate person who must consent before your attorney can exercise certain superannuation trustee powers

Formulate and give effect to the investment strategy for the Fund, including with respect to any reserves, and any other administrative high-level decisions in relation to the Fund

Monitor and review the performance of the Fund’s investments

Determine how the assets of the Fund are to be used to fund member benefits including any segregation of assets

Instruct the Fund’s accountant to prepare, audit and submit annual returns

Pay ordinary Fund expenses including general expenses, management expenses, taxation and insurance costs

Any decision to vary or amend the Governing Rules of the Fund or change the Fund Trustee

Any decision that involves the payment or variation of payment of my superannuation interests held in the Fund

Any decision to rollover, commute or transfer any of my superannuation interests

Any application or decision to admit or remove a Member of the Fund

Any decision to borrow or lend money or assets

Any investment decision of the Trustee that involves the acquisition or sale of an asset of the Fund or the grant of any interest over an asset of the Fund

Any decision concerning winding up of the Fund or altering the structure of the Fund

Appointing an attorney for the Fund

Any decision concerning life insurance policies held by or paid for by the Fund for its members

Other limitation (Please insert a description of the act you wish to restrict): eg. Any decision concerning the sale of an art collection

Subject to the governing rules of the Fund, the making or alteration of any death benefit nomination (whether binding, non binding, lapsing on non-lapsing or otherwise) or otherwise create a document intended to deal with my superannuation interests upon my death

Any decision that involves the payment or variation of payment of my superannuation interests held in the Fund including commencing or altering a pension

Any decision to make a Contribution or rollover to the Fund

Alter a Paramount Document as defined in my Fund Deed

Other limitation (Please insert a description of the act you wish to restrict):