You can open an account for your SMSF from the web or mobile apps. What you’ll need is:
Only applications by SMSFs that are Australian complying super funds will be accepted.
Yes. Betashares Direct is now integrated with both Class and BGL. These integrations support data from the inception of the account, providing seamless reporting for accountants and SMSF administrators. For investors and accountants who prefer manual record-keeping or other software solutions, CSV exports of account activity are also available.
Only the individual trustee(s), or the director(s) of a corporate trustee, for an SMSF or Trust — or the director(s) of a company — who have set up the account, can access and provide instructions in relation to the Betashares Direct account.
No, Betashares cannot set up an SMSF for you. The trustee(s) of an existing SMSF can set up a Betashares Direct account to make investments through the platform on behalf of the SMSF.
There is comprehensive information about setting up an SMSF on the Australian Taxation Office’s website. You can access by clicking this link: https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/self-managed-super-funds-smsf/setting-up-an-smsf.
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