To sign up for an SMSF or Corporate account on the Wealth99 Australia Exchange 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.t
- 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:
- The SMSF (Superfund) account program is only for Australian residents.
- 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:
- The Corporate account program is only for Australian residents.
- The bank account name must match the corporate account name.