New SSAS


 Setting up a new SSAS

The following forms are required when setting up a new or takeover SSAS 

PDF SSAS application 

PDF Sponsoring employer form

PDF SSAS bank account form

PDF Letter of appointment (required for takeover only)

 Fee schedule

PDF SSAS fee schedule                    

 

Key Features document

PDF SSAS Key Features                

 

Taking benefits

PDF Benefit payment request form  
PDF Flexible drawdown request form PDF Flexible drawdown declaration


Investments

PDF Member trustee disclaimer PDF Unregulated Investment application

The following are for use when looking to buy a property using a SSAS.
Please ensure the guide to property and land purchase is used when completing the application.

PDF Property application form (1.6mb)

PDF Guide to property and land purchase (2.1mb)

For unlisted shares please use the following

PDF Unlisted shares notes and application form (185kb)

  PDF Unlisted shares guidance notes (124kb)
PDF Stock transfer form (72kb)  

For third party loans please use the following
 

PDF Third party loans notes and application form  


If you cannot locate a form suitable for your client's investment please contact your local trustee consultant or Adviser Support Executive for information on our requirements. You will find contact details for consultants and Adviser Support executives on the contact us page.

PDF Loanback application form (119kb)

 

Employer contributions

PDF Contributions form (51kb)