BSB 805 050

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BSB 805 050

Superannuation Fund

What is a superannuation fund?

A self- managed superannuation fund (SMSF) is a way of saving for your retirement. It is a special type of trust set up and maintained for the sole purpose of providing retirement benefits to the beneficiaries. A formal trust deed is required.

People's Choice offers business memberships for superannuation funds.

To get started, follow the steps below.


Step 1. Setting up the business membership

To operate a superannuation account, a formal trust deed is required, which will state who are the trustees. The trustees can be an individual or a company.

Do all trustees have a membership with People's Choice?

YesGreat! Proceed to the next step below

No - 

  • Individual Trustees – you need to be a personal member for a minimumn of 12 months to apply for a Trust Membership
  • Company as Trustee – You will need to set up the Company Membership first. If your company operates with Multiple directors, ensure at least 1 director has been a personal member for a minimum of 12 months prior to opening the Company Membership. One Business Membership application form can be completed for both the Company and the Trust.

If you are not a member, apply today!

Please note: All directors/trustees must sign the membership application form.

Step 2. Get a head start with your business membership

If you would like to get a head start, click the buttons below to download the application forms and have them handy when you reach out to us.

Business Membership Application 
Click the button below to download the application form. 

BUSINESS MEMBERSHIP APPLICATION


Step 3. Finalise the business account

To finalise the business account for your superannuation fund, simply drop in to a branch - find your nearest branch here. If you already prepared some of the application forms mentioned above, please have them at hand. 

People's Choice offers business memberships for super funds to prepare for your retirement.

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