What do I need to open a joint account?

All the requirements to open an investment account for yourself and another adult.

Mitchell Datson avatar
Written by Mitchell Datson
Updated over a week ago

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InvestSMART will require the following details from individuals looking to submit a joint application to open a Professionally Managed Account (PMA). 

  • Full Name(s)

  • Date of Birth(s)

  • Residential Address

  • Phone Number (Landline/Mobile)

  • Email Address

  • Tax File Numbers (AUS) or Tax Identification Numbers (O/Seas)

  • Joint 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. 

  • Investment Amount

  • Investment Model(s) 

  • Investment Allocation(s)

  • Income Preference

  • Regular Contribution Plan

  • Regular Withdrawal Plan

If one or both applicants are 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. 

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