1. Once your account has been created, you will be presented with the following page. Select the ‘Entity’ user type.
2. You will be presented with the following page. Please enter the Registered SMSF name (Company name), the SMSF ABN/ACN (ABN/ACN), the SMSF TFN (TFN), the SMSF Registration date (Registered date), and the Registered address (Company address)
3. In the Certificate field please upload the SMSF Certificate of Registration. In the Extract field upload the SMSF Deed (cover, schedule and signature pages). A recent SMSF Bank Statement is also required. Additionally, if a Company is listed as a trustee, please email the Company Extract to email@example.com.
4. On this page, please provide personal details of the Trustee. Please see the Individual verification requirements at the following page.