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  3. SMSF Accounts

SMSF Accounts

For trustees of self-managed superannuation funds

Important for SMSF trustees

Leveraged products are high risk and are not suitable for most retirement savings. You could lose some or all of the money held in your fund. No returns are guaranteed.

Trustees are responsible for making sure any investment complies with the fund's investment strategy and trust deed and with superannuation law. We strongly recommend independent financial and tax advice before using SMSF money to trade.

What the account includes

  • Account held in the name of the fund's trustee(s)
  • The same trading platform and instruments as individual accounts
  • Trading history and statements to support your fund's record keeping and audit

Documents we will ask for

  • The fund's trust deed
  • Details of the trustee(s) or corporate trustee
  • Identity and address verification for each trustee
Contact us about an SMSF account