It is very easy and quick to complete the form online. Start the application process:
Once we have prepared the required documents we will send these to you or your adviser for the Trustee’s signature.
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.
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.