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What documents are required for – SMSF, Trust or Company trading account?

A
Written by Andrew Gibbs
Updated over 2 months ago

Please ensure you have the TFN, ABN, ACN, Full Trust Deed and Current & Historical Extract from ASIC. TFN and Identification will also be required for any Trustees or Directors of the Corporate Trustee.

Please keep in mind that due to the detailed requirements for these applications they can take anywhere between 2-4 weeks for processing and approval.


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