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 firstname.lastname@example.org.
You have two to four individuals listed as trustees of the SMSF
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 (Corporate Trustee)?
For each individual(s) listed as director(s) of the corporate entity acting as the trustee for the SMSF, we'll need:
Date of Birth
Phone Number (Landline/Mobile)
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
If you've got all the information you need to get started click the button below to start your application.