Trust/Super Fund with Individuals as Trustee investors

To add a new Trust or Super Fund with Individuals as Trustee investors:

1. Go to Investors and click Add new investor.
2. Select the Security to confirm where the new investor will be created, if you only have the one Security you will be directed straight to the Investor Creation page.
3. Ensure the Trust/Super Fund with Individuals as Trustee box is selected.
4. Enter the Trust/Super Fund details:
• Select the Trust type from the dropdown.
• Full name of the Trust or Super Fund
• ABN
• Country of tax residency
• Tax identification number
• Click Next.
5. If the security is a Unit Trust, you will need to provide extra FATCA requirements by attaching one of the following:
   • Evidence of a search of the ASIC, ATO or relevant regulator’s website.
   • The legislation (or relevant extract) establishing the government super fund that’s sourced from a government website.
   • A certified copy or certified extract of the trust deed.
   • To attach a file:
     • Click on the Attach file link.
     • Find and select the file from your computer.
6. Click Next.
7. Add Individual trustees’ details:
   • Title
   • Given names
   • Surname
   • Email address
   • Mobile number
   • Address line 1
   • Address line 2
   • Suburb/City
   • State
   • Postcode
   • Country
   • Click on Add another individual trustee to add up to as many trustees needed.
8. Click Next.
9. If the security you are allocating this investor to is a unit trust add the Trust beneficiaries:
   • Title
   • Given names
   • Surname
   • Click on Add another trust beneficiary to add as many trust beneficiaries needed.
10. Click Next.
11. If the security you are allocating this investor to is a unit trust you will need to fill out a Tax declaration step as part of providing FATCA information.
12. Click Next.
13. Enter the investors Bank details:
    • Bank country
    • Account name
    • BSB
    • Account number
14.  Click on Create investor to create the new investor.

 Additional Information:

• You can edit an existing investor’s details at any time after you have created them, in case you need to make an amendments to the details you entered when initially creating them.