If you would like to Verify your account as a Trust account, you will be required to fill out the Trust account application form (download from the link, fill it, sign it and upload into your account) in addition to uploading the following documents into your account:

Trust Documentation:

• Trust Resolution
• Certified copy of the Trust Deed that confirms the name of trust, names of trustees and settlor, names of beneficiaries or class/type of beneficiaries and signature of all trustees.
• A copy of an offer document of the managed investments scheme (e.g. a copy of a Product Disclosure Statement)
• A copy or relevant extract of the legislation establishing the government superannuation fund sourced from a government website
• Certified copy of the ASIC documentation showing physical address of trust

Trustee Documentation:

• Current National Identification Card or Passport for each trustee
• Utility bill/rates bill/bank statement/government agency statement issued in the last 3 months for each trustee
• If the trustee is a company:
  • Certificate of Incorporation
  • Companies office extract confirming details of Directors and Shareholders

Companies office extract confirming details of Directors and Shareholders.