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Business / Small business / Documents you need to open a business account

Follow these simple steps

    1. Choose the checklist that matches your business structure
    2. Find out who needs to visit a branch with ID
    3. Take your documents to a branch with a small business specialist

Choose the checklist for your business

  • Sole trader

    • A person trading in their own name or a registered business name
    • The person legally responsible for all aspects of the business.

    Sole trader checklist

  • Australian domestic proprietary company

    • Registered with the Australian Securities and Investments Commission
    • Issued with an Australian Company Number
    • Not registered with the Australian Stock Exchange or another stock exchange in Australia

    Australian domestic proprietary company checklist

  • Partnership

    • A partnership is a legal relationship between two or more people or organisations with a view to make a profit
    • A partnership may have a registered business name and an Australian Business Number
    • A regulated partnership is regulated by and a member of a professional association

    Partnership checklist

  • Australian listed public company

    • Registered with the Australian Securities and Investments Commission
    • Issued with an Australian Company Number
    • Listed on the Australian Stock Exchange

    Australian listed public company checklist

  • Regulated trust

    • A registered managed investment scheme or
    • An unregistered managed investment scheme (that only has wholesale clients and doesn't make small-scale offerings) or
    • A government-managed superannuation fund or a superannuation fund registered and regulated by APRA

    Regulated trust checklist

  • Unregulated trust

    • An unregulated trust is not regulated by a government or regulatory body. E.g. Unit trust, family trust, deceased estate, managed fund

    Unregulated trust checklist

  • Self-managed superannuation fund 

    • A self-managed superannuation fund is one that is registered and subject to regulatory oversight by the Australian Tax Office

    Self-managed superannuation checklist

  • Association

    This checklist covers incorporated bodies, unincorporated bodies and associations.

    • An association is created by a group of people for a common purpose. E.g. a sporting club
    • An incorporated body is created when a group of people formally register or incorporate their association as a separate legal entity under state or territory legislation
    • An unincorporated body or association is one that hasn't formally been registered or incorporated with a relevant body

    Association checklist

Next steps

    • Make sure you know who else needs to visit a branch with ID
    • Take your ID and documents to a branch with a small business specialist

    Find a specialist

  • Business type not listed?

    Go into a branch with a small business specialist and they'll help you with your documents.