Tools to help set up your SMSF/Trust applicant details
To be used for a Self-Managed Super Fund or all other Trusts
Applicant Type – Trustee (where trustees are individuals)
Salutation, First Name(s), Surname, Date of Birth, Street Address & Postal Address –Mandatory
Applicant Type – Corporation (where trustee is a company)
Organisation Name, ABN, Street Address & Postal Address – Mandatory
Applicant Type – Director (where trustee is a company)
Organisation Name, ABN, Street Address & Postal Address – Mandatory
TFN –Whilst you are not obliged to supply a TFN to registries, if we do not, they may take tax at the highest marginal rate from any dividends, distributions, interest and payments to which you are entitled
E-Mail – Please provide an a-mail address for at least one applicant for each account, by providing your email address you authorise trade Confirmations to be sent to this address.
NOTE: Please do not click Run Verification, FinEx will run these checks against PEP & Sanctions lists