<<FundName>>
APPLICATION TO WITHDRAW A LUMP SUM

To the Trustees of 
<<FundName>>
<<Fund_Address>>

I, <<MEMBER NAME>> request that the below amount from my accumulation account in the <<FundName>> 			to made as a lump sum cash withdrawal payment.

I declare that I have met a conditions release with a ‘nil’ cashing restriction under the terms of the fund and as required by the SIS Act & Regulations.

Lump Sum Amount	<<$          >>	
Date of Withdrawal	<<Date >>	
Type of Payment	<<Enter how you want to be paid – either in cash or in-specie of market value one of the asset of the fund>>	

I agree, to be bound by terms of trust deed of <<FundName>> 			in regard to payment of Lump Sum payment and confirm that the lump sum amount requested is less than my total accumulation account 

<<Signature of Member>>
				
<<Name of Member>>
Member of <<FundName>>
<<Date>>

<<FundName>>

MINUTES OF MEETING OF THE TRUSTEES FOR

Date of Meeting	<<Date>>	
Meeting Attended By	<<SMSFMember1>>	 (Chairperson)
<<SMSFMember2>>
<<SMSFMember3>>	
<<SMSFMember4>>

Place of Meeting	
<<Fund_Address>>	

Chairperson	
<<SMSFMember1>>	
Tabled	The Chairman tabled a request for a lump sum by <<member name>> for a <<cash / in-specie>> withdrawal with a declaration that a condition of release based on a ‘nil’ cashing restriction according to the terms of the trust deed of the fund and Superannuation Law.

Trustee Resolution 	It was resolved to make the lump sum payment as requested by the member as the member has met the condition of release and the request is as per the terms of the trust deed of the fund.

The following lump sum payment is approved
Lump Sum Amount : <<$          Lump Sum Amount / Market Value of asset>>
Date of Withdrawal: <<Date >>

		

<<Signature of SMSFMember1>>
					
<<Name of SMSFMember1>>
Chairperson