What do I need to upload from my Trust Deed?

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What do I need to upload from my Trust Deed?

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Last updated 24 April 2015

To open your account we need to see either scanned pages or clear and readable photos of certified copies of the relevant pages of your Trust Deed. You don’t need to upload the whole Trust Deed, just pages that have:

  • The name of your SMSF
  • The names and signatures of all trustees
  • The names of all members.

To show the Trust Deed has been certified, we’ll need your upload to also include the certifier’s full name, qualification, registration number, stamp (if available), contact details and the date the document was certified.

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