For an unregulated trust application, you'll need to provide:
- A certified copy of the Trust Deed extract, or a signed letter on letterhead dated within the last 12 months from a solicitor or qualified accountant that confirms the name of the Trust, Trustee(s), Settlor, Beneficiaries or Class(es) of beneficiaries and
Appointors/protectors
(if any)
- Identification information (Australian driver licence or Australian passport) for each trustee and beneficial owner
- Full name of all beneficiaries, or the class of beneficiaries
- Please visit
Help Centre
more information
For an SMSF, you'll need to provide:
- A registered or complying ABN
- A certified copy of the Trust Deed extract, or a signed letter on letterhead dated within the last 12 months from a solicitor or qualified accountant that confirms the name of the Trust, Trustee(s), Settlor, Beneficiaries or Class(es) of beneficiaries and Appointors/protectors (if any)
- Identification information (Australian driver licence or Australian passport) for each trustee and beneficial owner
-
Please visit Help Centre for more information