Smarter Money Online Application

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Family Name

Application ID

Which product are you interested in?

Which type of account would you like to open?

Individual or Joint

Invest in your name,
e.g John Smith, or in joint names, e.g John and Mary Smith.

Company

Invest for a company,
e.g ABC Pty Ltd

SMSF

Invest for a Self Managed Super Fund

Trust

Invest for a Trust

Individual or Joint Application

To help us with your application, you will need:

To be 18 years or older
Mobile number and email address of primary account contact
Date of birth of each applicant
Each applicant's TFN (optional). There may be financial consequences for an individual who chooses not to quote their Tax File Number
Details of minors (if investing on their behalf)
The investor/s bank account for withdrawals and distributions (Australian bank accounts only)

New application confirmations

In completing this application, or in authorising someone to complete it for you, the applicant is telling us that:

they have read and understood the current Product Disclosure Statement (PDS) and Additional Information
they agree to be bound by the constitution of the Portfolio and the PDS, as supplemented, replaced or re-issued from time to time
monies being invested are not associated with crime, terrorism, money laundering or terrorism financing, nor will monies received from their account have any such association
they are not bankrupt or a minor, and have the power to invest
the information given is complete and correct, can be used as described in the PDS (including the collection, use and disclosure of your personal information) and if about another person, has been provided with their permission
they understand neither performance nor their investment is guaranteed in any way.

I/We have read and understood the Product Disclosure Statement

I/We have read, understand and agreed to the above Smarter Money Investments new application confirmations

Self Managed Super Fund Application

To help us with your application, you will need:

To be 18 years or older
Super Fund details, including ABN/ACN and TFN
Corporate Trustee Details (if applicable)
Date of birth for each Trustee/Corporate Trustee Director
Details of beneficiaries (if applicable)
Contact number and email address of primary account contact
The SMSF's bank account for withdrawals and distributions (Australian bank accounts only)

New application confirmations

In completing this application, or in authorising someone to complete it for you, the applicant is telling us that:

they have read and understood the current Product Disclosure Statement (PDS) and Additional Information
they agree to be bound by the constitution of the Portfolio and the PDS, as supplemented, replaced or re-issued from time to time
monies being invested are not associated with crime, terrorism, money laundering or terrorism financing, nor will monies received from their account have any such association
they are not bankrupt or a minor, and have the power to invest
the information given is complete and correct, can be used as described in the PDS (including the collection, use and disclosure of your personal information) and if about another person, has been provided with their permission
they understand neither performance nor their investment is guaranteed in any way.

I/We have read and understood the Product Disclosure Statement

I/We have read, understand and agreed to the above Smarter Money Investments new application confirmations

Company Application

To help us with your application, you will need:

To be 18 years or older
Date of birth for each Company Director
Contact number and email address of primary account contact
Full address of the company's registered office
Company ABN/ACN and TFN
The company's bank account for withdrawals and distributions (Australian bank accounts only)

New application confirmations

In completing this application, or in authorising someone to complete it for you, the applicant is telling us that:

they have read and understood the current Product Disclosure Statement (PDS) and Additional Information
they agree to be bound by the constitution of the Portfolio and the PDS, as supplemented, replaced or re-issued from time to time
monies being invested are not associated with crime, terrorism, money laundering or terrorism financing, nor will monies received from their account have any such association
they are not bankrupt or a minor, and have the power to invest
the information given is complete and correct, can be used as described in the PDS (including the collection, use and disclosure of your personal information) and if about another person, has been provided with their permission
they understand neither performance nor their investment is guaranteed in any way.

I/We have read and understood the Product Disclosure Statement

I/We have read, understand and agreed to the above Smarter Money Investments new application confirmations

Trust Application

To help us with your application, you will need:

To be 18 years or older
Trust details, including ABN/ACN and TFN
Corporate Trustee Details (if applicable)
Date of birth for each Trustee/Corporate Trustee Director
Details of beneficiaries (if applicable)
Contact number and email address of primary account contact
The Trust's bank account for withdrawals and distributions (Australian bank accounts only)

New application confirmations

In completing this application, or in authorising someone to complete it for you, the applicant is telling us that:

they have read and understood the current Product Disclosure Statement (PDS) and Additional Information
they agree to be bound by the constitution of the Portfolio and the PDS, as supplemented, replaced or re-issued from time to time
monies being invested are not associated with crime, terrorism, money laundering or terrorism financing, nor will monies received from their account have any such association
they are not bankrupt or a minor, and have the power to invest
the information given is complete and correct, can be used as described in the PDS (including the collection, use and disclosure of your personal information) and if about another person, has been provided with their permission
they understand neither performance nor their investment is guaranteed in any way.

I/We have read and understood the Product Disclosure Statement

I/We have read, understand and agreed to the above Smarter Money Investments new application confirmations