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Please select the entity type you wish to open an account under.
Individual
Individual
All the requirements to open an investment account in your name.
InvestSMART will require the following details during the application process for individuals looking to open a Professionally Managed Account (PMA).
Full Name
Date of Birth
Residential Address
Phone Number (Landline/Mobile)
Email Address
Tax File Number (AUS) or Tax Identification Number (O/Seas)
Australian Bank Account details
(BSB & Account Number)
One Additional Source of Identification
(Australian License/Medicare/Passport)
Like all account types, you'll be asked to specify:
an initial Investment Amount
the Investment Model(s)
the Investment Allocation(s)
any Income Preference
a Regular Contribution Plan
a Regular Withdrawal Plan
Overseas or not an Australian Citizen?
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.
Joint
Joint
All the requirements to open an investment account for yourself and jointly with one other adult.
InvestSMART will require the following details for each individual looking to open a joint Professionally Managed Account (PMA).
Full Name
Date of Birth
Residential Address
Phone Number (Landline/Mobile)
Email Address
Tax File Number (AUS) or Tax Identification Number (O/Seas)
Joint Australian Bank Account details
(BSB & Account Number)
One Additional Source of Identification
(Australian License/Medicare/Passport)
Like all account types, you'll be asked to specify:
an initial Investment Amount
the Investment Model(s)
the Investment Allocation(s)
any Income Preference
a Regular Contribution Plan
a Regular Withdrawal Plan
Overseas or not an Australian Citizen?
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
Self Managed Super Fund (SMSF)
Self Managed Super Fund (SMSF)
If you have a Self Managed Super Fund (SMSF), you can apply for an InvestSMART PMA.
We offer two types of SMSF accounts depending on how your SMSF is structured. If you're unsure how your SMSF is structured, it's best to contact your tax or financial advisor. Alternatively, you can email a copy of the SMSF Trust Deed to invest@investsmart.com.au.
SMSF Individual
You have two to four individuals listed as trustees of the SMSF
SMSF Corporate
a company, such as a Pty Ltd, is listed as the trustee
the company will have one or more directors
InvestSMART will require different details depending on the structure of your SMSF, so please see the relevant option below to see the correct requirements for you.
What do I need to apply for my SMSF (Individual Trustees)?
For each individual listed as a trustee, we'll need:
Full Name
Date of Birth
Residential Address
Phone Number (Landline/Mobile)
Email Address
One Additional Source of Identification (License/Medicare/Passport)
To verify the SMSF as an entity, we need:
Superannuation Fund Name
The SMSF's Australian Business Number (ABN)
The Superannuation Fund's Bank Account
BSB & Account Number
What do I need to apply for my SMSF (Corporate Trustee)?
For each individual(s) listed as director(s) of the corporate entity acting as the trustee for the SMSF, we'll need:
Full Name
Date of Birth
Residential Address
Phone Number (Landline/Mobile)
Email Address
One Additional Source of Identification (License/Medicare/Passport)
To verify the SMSF as an entity, we need:
Superannuation Fund Name
The SMSF's Australian Business Number (ABN)
The Superannuation Fund's Bank Account
BSB & Account Number
We will also require the following details to verify the corporate trustee as an entity.
The name of the company that is the trustee of the SMSF
Australian Company Number (ACN)
Principal Place of Business Address
Registered Office Address
Like all account types, you'll be asked to specify:
an initial Investment Amount
the Investment Model(s)
the Investment Allocation(s)
any Income Preference
a Regular Contribution Plan
a Regular Withdrawal Plan
Trusts (Family, discretionary etc.)
Trusts (Family, discretionary etc.)
All the requirements to open an account for your Trust.
In Australia, you have a choice between two structures for your Trust where:
individuals are listed as trustee (Individual Trustee)
a company is listed as trustee (Corporate Trustee)
InvestSMART will require different details depending on the structure of your Trust, so please see the relevant option below to see the correct requirements for you.
How can I apply for my Trust (Individual Trustees)?
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).
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 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
How can I apply for my Trust (Corporate Trustee)?
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 above mentioned details relating to the Trust itself.
For children
For children
How can I apply to invest on behalf of my children, grandchildren or others under 18? InvestSMART caters for those who wish to create an investment portfolio for those who are yet to turn 18 and be legally allowed to invest in their own name.
We have an online application for this type of investment. It will require an adult/s to "act as trustee" for the minor, but please keep in mind that this doesn't create a legal trust in the manner that of a family or discretionary trust. It will also require either the adult/s or the minor to provide their Tax File Number (TFN) and accept tax liability for the investments held.
Please consult your tax professional if you have any doubts over which option will be best for your circumstances.
We will require the adult/s to provide the following details to act as trustee.
Full Name
Date of Birth
Residential Address
Tax File Number - if accepting tax liability
One Additional Source of Identification (License/Medicare/Passport)
We will require the following details for the minor:
Full Name
Date of Birth
Residential Address
Tax File Number - if accepting tax liability
In addition there would need to be an Australian bank account provided that is either in the name of the adult, the child or the adult as trustee for the child.
Please consult your tax professional if you have any doubts over which entity structure will be best for your circumstances.