You are not required to be an Australian citizen or currently residing or living in Australia to open a Professionally Managed Account (PMA). Still, you and/or your entity will be subject to the same verification requirements.

Required details:

You must be able to provide the following details to invest with us:

  • an Australian Bank Account

  • a Tax Identification Number (TIN) and Country of Tax Residence

  • a Certified Passport - Valid within three months

  • Proof of Residency -

    • Australia within three months

    • Overseas within six months

Below is the list of people who can certify documents overseas.

Overseas Approved ID Certifiers

  • Police officer

  • Judge, Magistrate, Registrar or Deputy Registrar of a court

  • Lawyers

  • Notary Public

  • Consular Official

  • Australian consular officer or an Australian diplomatic officer (within the meaning of the Consular Fees Act 1955)

  • An employee of the Australian Trade Commission who is:

    • a) in a country or place outside Australia; and

    • b) authorised under paragraph 3(d) of the Consular Fees Act 1955; and exercising their functions in that place;

  • An employee of the Commonwealth who is:

    • a) in a country or place outside Australia; and

    • b) authorised under paragraph 3 (c) of the Consular Fees Act 1955; and exercising their function in that place.

How to apply

You will still be required to apply through our website.

When asked for an address, please enter:

Level 11, 220 Collins Street
Melbourne, VIC 3000
Australia

(This is InvestSMARTs address)

Online ID Verification

You can skip this step when asked to complete the online ID verification.

Once you submit your application, we will email you requesting:

  • Certified ID

  • Proof of your residential address (not certified)

Need help?

Please feel free to contact our friendly team if you have further questions via online chat or email at invest@investsmart.com.au.

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