InvestSMART will require the following details from those individuals listed as directors of the corporate entity acting as trustee for the Trust looking to submit an application to open a Professionally Managed Account (PMA). 

  • Full Name(s)

  • Date of Birth(s)

  • Residential Address

  • Phone Number (Landline/Mobile)

  • Email Address

  • One Additional Source of Identification (License/Medicare/Passport)

We will also require the following details in order to verify the corporate trustee entity.

  • Company Name

  • Australian Company Number (ACN)

  • Principal Place of Business Address

  • Registered Office Address

We will also require the following details relating to the Trust itself.

  • Trust Name

  • Australian Business Number (ABN)

  • Tax File Number (TFN)

  • Trust Bank Account (BSB & Account Number)

If your Trust doesn't have an Australian Business Number (ABN) then we will require you to arrange for three pages of the Trust deed to be certified, within the last three months, and emailed to us at invest@investsmart.com.au and they are:

  • Cover Page

  • Schedule Page

  • Signature Page

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 you've got all the information you need to get started click the button below to start your application.

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