Trust or SMSF Entity – Required Documentation

In order to invest through a SMSF entity, we require specific information about the proposed entity and trustee information, either individual or corporate.

This includes the following:

– ABN / ACN

– Nomination of the type of Trust, either SMSF or General Trust

– Registered Office Address & Operating Address

– Trustee Information (Individual or Corporate)

– Directors Information (If a Corporate Trustee)

– Bank Account Information

– Wholesale Investor Certificate (Accountants Certificate)

We undertake independent verification of this information prior to approval being granted.

The AltX Team will review each entity and provide access to new deals should you meet the investor requirements.