Add or remove a member

The following sample document adds a fund member as part of the order form to either add or remove a fund member.

The completed order generates the following documents:

• Application for membership
• Trustee minutes regarding membership application
• Consent to Act (as trustee or director) - where applicable
• Product Disclosure Statement( (PDS)

Please note that where the individual is added as either a trustee or director, you will need to prepare additional documents related to their trusteeship which does not form part of this order including:

• ATO Trustee Declaration;
• ATO Change of details form (also required to complete when adding as a fund member).