You will get an email below that looks like this - see link here


  • The best thing for you to do is to email that back to our office to complete (For a fee)
    OR, 
  • you can do it yourself and you will need the following from our office:
    • ABN, TFN (individual owners and the entity), ACN
    • Entity:
      • For trust - settlor, appointors, beneficial owners, protectors,
      • For SMSF - the beneficiary and corporate trustee details
      • For company - shareholder and director details
    • your photo id (drivers licence)
    • Our