Useful Forms / Procedures

Provided below is relevant information and forms to assist Unit Holders and their Advisors with the following administrative procedures:

Change of Contact Address/ Bank Account Details

It is a requirement that all change of detail requests from Unit Holders must be signed to confirm that the request originates from the authorised account signatory. To notify us of a change of contact or bank account details, please complete and return the following form:

Change of Contact Address/Bank Account Details of a Deceased Estate

The following documents must be provided:

  1. Change of Details (36 kB)
  2. Certified copy of Death Certificate
  3. Certified copy of Grant of Probate
  4. Certified copy of Photo ID from the Executors of the Estate (if they are not a current Unit Holder)
Change of Trustee of a Self-Managed Super Fund

The following documents must be provided:

  1. Change of Details (36 kB)
  2. Certified copy of Deed of Appointment of new Trustee.
  3. Certified copy of a Consent to Act for the new Trustee.
Transfer of Unit Holding from a Super Fund / Trustee Company to Personal Name(s)

The following documents must be provided:

  1. Client Details Form (0.5 MB)
  2. Transfer Form (0.4 MB)
  3. Declaration Form (44 kB)
  4. a certified copy of Photo ID (Passport or Drivers Licence) if the transferee is not a current Unit Holder
  5. Anti-Money Laundering Form (0.4 MB)
Transfer of Unit Holding from a Deceased Estate to a Sole Survivor

The following documents must be provided:

  1. Certified copy of Death Certificate
  2. Certified copy of Will
  3. Certified copy of Grant of Probate of Will
  4. Application for Transfer and Indemnity of Survivor (10 kB)
  5. Anti-Money Laundering Form (0.4 MB)
Transfer from a Deceased Estate to a Beneficiary of an Estate

The following documents must be provided:

  1. Client Details Form (0.5 MB)
  2. Certified copy of Death Certificate
  3. Certified copy of Will
  4. Application for Transfer Application and Indemnity by Executors (10 kB)
  5. Certified copy of Grant of Probate of Will
  6. Transfer Form (0.4 MB)
  7. a certified copy of Photo ID (Passport or Drivers Licence) if the transferee is not a current Unit Holder
  8. Anti-Money Laundering Form (0.4 MB)
Power of Attorney/Authorised Account Contact

It is a requirement that advisors or other third parties acting on behalf of Unit Holders are doing so pursuant to a relevant Authority/Power of Attorney. Please ensure that a relevant Authority/Power of Attorney accompanies the abovementioned documents as necessary (if an Authority/Power of Attorney has not previously been provided).

Please ensure that the relevant completed forms and other documentation are forwarded to our postal address, BDO, GPO BOX 457, Brisbane QLD 4001 for processing.

If you have any further enquiries regarding the completion of the forms or procedures required, please contact our office on +61 7 3237 5999.

For all other enquiries, please refer to the Frequently Asked Questions section of this website or alternatively email your enquiry to enquiries@lmfmif.com.