InvestSMART will require the following details from those individuals listed as trustees for the Trust looking to submit an application to open a Professionally Managed Account (PMA).
Date of Birth(s)
Phone Number (Landline/Mobile)
One Additional Source of Identification (License/Medicare/Passport)
We will also require the following details relating to the Trust itself.
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 email@example.com and they are:
All other requirements will be personal preferences for initial life of your account.
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.