How do I apply for a Self-Managed Super Fund?

eToro clients who are residents of Australia may apply for a Self-Managed Super Fund (SMSF).

An SMSF is a superannuation trust structure that provides benefits to its members upon retirement. The main difference between SMSFs and other super funds is that SMSF members are also the trustees of the fund.

If you are a resident of Australia and would like to apply, please download and fill out eToro’s Self-Managed Superfund Application Form, and then send it to us in a ticket via our Customer Service Center. We also require the documents below for an SMSF application, and we reserve the right to request additional documents.

 

For the Trust

– Certified Trust Deed, including the following pages:

  • Cover/Front Page
  • Trust Schedule (Full name of Trust, date established, full name(s) of the Trustee(s), full name(s) of the beneficiaries and/or description of the class(es) of beneficiaries
  • Investment page showing the instruments the fund is allowed to trade
  • Declaration/Signature page
  • Minutes of meeting approving the opening of the account for trading/investment purposes

– For each Individual Trustee, each Director of a Corporate Trustee, each Beneficial/Controlling Owner and each Named Beneficiary:

 

For each Corporate Trustee

– The Legal Entity Identifier (LEI)

For an Australian Company – An ASIC Company Extract or Company statement issued within the past 12 months that contains the following information:

  • Full name of the company
  • ACN or ARBN or Registered Company Identification number
  • Type of the corporation
  • Full names of Directors
  • Registered address of the company
  • Address of the principal place of business (if applicable)
  • Beneficial owners that own or control 25% or more of the entity
  • Date of Formation or Registration date

 For a foreign Company – A registration document that contains the following information:

  • Full name and registration number of the corporation
  • Type of the corporation
  • Documentation that can verify the Directors and Beneficial owners – Where the Corporation is not listed on the Stock Exchange