To open an SMSF account, we will need the following from you:
- A document outlining the SMSF number and associated ownership of the SMSF, this is generally an SMSF Extract.
- Individually KYC the SMSF Owner/'s.
We will need to Individually KYC the Owner/’s of the SMSF via our individual company creation process, found here.
In the event that it is a Company SMSF, we will need to KYC the Company via the Company KYC procedure and the individuals relating to the company as per the Individual KYC procedure.