Starting a new Wealthtrac SMSF is quick and easy with our simple online application form. Contact us for more information if you have any questions before starting.

Online application

It is very easy and quick to complete the form online. Start the application process:

Start an SMSF

Documents

Once we have prepared the required documents we will send these to you or your adviser for the Trustee’s signature.

Product information

SMSF Trustees are required to give all Fund members information necessary for them to make informed decisions.

The Wealthtrac SMSF Guide has been prepared to help the Trustee meet these requirements, however we recommend you also seek professional advice regarding meeting this requirement.

SMSF Guide

Cash account

You will need to open a cash account for the Fund, we recommend the Macquarie Cash Account for this purpose as it is already integrated with our system.