Skip to content
  • There are no suggestions because the search field is empty.

AU | Which documents do I need to set up a Corporate or SMSF account?

 

To sign up for an SMSF or Corporate account on the Wealth99 Australia Platform please go to Wealth99 Sign up and follow the instructions on AU | How do I sign up for a corporate or SMSF account?

Select account type as either Superfund or Corporate - Please note that for your Superfund or Corporate account you must use a different email address than that of your personal account.

Please make sure you have the following documents available.  You will be emailed a link to upload these documents.

 

 For the SMSF account:

  • A copy of your Trust Deed

    • A full copy of the trust deed needs to be emailed or posted to Wealth99. Please note that we need the trust deed as one file. We will not accept a trust deed if it is emailed or posted to us in parts.

  • All Trustees, Beneficiaries, Directors, and Shareholders (in case of Corporate Trustee) will need to verify their identity.

  • The application form must be completed and signed by all members, directors, trustees, shareholders, etc.

 

Important Guidelines:

  1. The SMSF (Superfund) account program is only for Australian residents.

  2. The bank account name must match the SF account name.

*No proof of address is needed for Australian accounts.

 

For the Corporate account:

  • All Directors and Shareholders will need to verify their identity.

  • The application form must be completed and signed by all directors.

*No proof of address is needed for Australian accounts.

 

Important Guidelines:

  1. The Corporate account program is only for Australian residents.

  2. The bank account name must match the corporate account name.