Investing as a SMSF is easy with IPO Wealth
Documents required (SMSF):
- Application Form (contained within the Information Memorandum)
- Certified ID of the trustee – either driver`s license or passport of the trustee/s (where the trustee is individual/joint or the director/s of the trustee (where trustee is a company)
- Completed term sheet of your choice
- Certified copy of 3 pages from the trust deed
To invest in the name of a SMSF please follow these steps carefully
- Step 1:
Complete the Get Started form to receive a copy of our latest Brochure, Information Memorandum and Application Form.
- Step 2:
Read the Information Memorandum carefully and ensure you understand the risks and the benefits of investing with IPO Wealth.
- Step 3:
Provide a certified and dated copy of either your driver’s license or passport. You will need to take your original and a copy of your ID to an authorised person to sight, date and certify (e.g. local pharmacist).
- Step 4:
Sign the term sheet for your agreed term and send in the original forms with the wet signature(s).
- Step 5:
You will need to take both the original and a copy of the trust deed to an authorised person to sight, date and certify. You will need to certify the front page, schedule page and execution page.
- Step 6:
If there is a corporate trustee, you will also need to provide the ABN or ACN number for the company.
If you have any questions about the process or would like one of our friendly team to step you through the process simply call 1800 918 344.