Opening an account for a Trust

Opening an account for a Trust

This section refers to other Trusts such as Family Trust, Investment Trusts or other.  For information on setting up an account for a Self Managed Super Fund, please click here.

To prepare yourself for the application, please ensure you have the following information ready: 
  1. Your personal details and Trust details, as well as any other trustees listed on the deed.  All individual trustees will need to confirm their identity using their current drivers licence through our electronic verification process or provide certified copies of identification.
  2. If the Trustee is a Company, we will need details of the Company and to verify the identity of all Directors.
  3. The TFN and ABN of your Trust.
  4. If you wish to transfer your HIN or shares from another broker, please have these details ready.
  5. A certified copy of the following pages from your Trust Deed - front page, schedule and execution/signing page, which shows the name of the trust, trustees, beneficiaries and settlor - will need to be emailed to Marketech so that we can verify the details of the Trust.  For a list of approved certifiers, please click here.
The processing time for a Trust account is usually 7-10 business days once we have received the certified copy of your trust deed.

Once you are ready to start your application click here to learn how.


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