Where can I find a copy of my trust deed?
A trust deed is issued when a SMSF or Trust is established. If you do not have this at home, ask your
accountant, lawyer, bank or insurance broker if they have a copy of your trust deed.
trustee opened a bank account, the bank should have a certified copy. Otherwise, you can contact the company that set-up the 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 ...
Who can certify my documents?
All copies of ID submitted to us must be certified by an approved certifier. IMPORTANT: A certified copy must be signed as a true and correct copy by an authorised person, independent from the applicant and application. A certified ...
Opening an account for a SMSF
To prepare yourself for the application, please ensure you have the following information ready. Your personal details and details of any other individual trustees listed on the trust deed. All individual trustees will need to confirm their identity ...
Opening a linked Macquarie CMA
Your Macquarie Cash Management Account (CMA) is a bank account that will be used for investing. It has no set up or monthly fees and you will earn interest on your cash balance. Your Macquarie CMA is integrated with your Marketech trading account ...
What do I need to open an account?
Marketech supports the following type of accounts: Individual Joint Company Self Managed Super Funds (SMSFs) Trusts Individual/Joint To prepare yourself for the online application, please ensure you have the following information ready. Your personal ...