InvestSMART will require the following details throughout the application process for individuals looking to open a Professionally Managed Account (PMA).
Date of Birth
Phone Number (Landline/Mobile)
Tax File Number (AUS) or Tax Identification Number (O/Seas)
Australian Bank Account (BSB & Account Number)
One Additional Source of Identification (License/Medicare/Passport)
All other requirements will be personal preferences for initial life of your account.
Regular Contribution Plan
Regular Withdrawal Plan
If you're currently living abroad, paying tax abroad or simply not an Australian citizen then please use the article below to view some additional information about your application requirements.
If you've got all the information you need to get started click the button below to start your application.