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.

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