If you’d like to open an SMSF or Trust account with SIX, we’ll need some documents to process your application and set up your trading account.
Please note that SIX accounts are currently only available to Australian residents.
What you’ll need for your application:
For an SMSF or a Trust with individual trustees
SMSF or Trust ABN,
Trust deed, and
contact details and photo identification (licence or passport) for the primary account holder. You may also need to provide ID for all individual trustees.
For an SMSF or a Trust with corporate trustees
SMSF or Trust ABN,
Trustee company ACN,
Trust deed,
Company officer details, and
contact details and photo identification (licence or passport) for the primary account holder. You may also need to provide ID for any company officers or directors.
All information provided will be handled in line with SIX’s Privacy Policy.
If you have any questions, or need assistance with an application, you can reach out to our team at hello@six-invest.com.au.