SMSF Trustee Declaration (NAT 71089)
ATO declaration required to be signed by all new trustees or directors of corporate trustees of self-managed super funds within 21 days of appointment.
When do you need this form?
When you become a new trustee or director of a corporate trustee of a self-managed super fund (SMSF). You must sign this declaration within 21 days of your appointment. Every new trustee needs their own signed copy — one form doesn't cover the whole fund.
What you'll need
- The full legal name of your SMSF
- A witness aged 18 or over (anyone will do — they just confirm they saw you sign)
Where to send it
Keep the signed declaration yourself — do not send it to the ATO unless they specifically request it. You must retain it for at least 10 years or for as long as you remain a trustee, whichever is longer.
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