Super Fund Account Application

Personal SMSF and Trust Application Form.

Type of Fund or Trust
- Superannuation Fund
- Family Trust
- Unit Trust
- Other
Name of Fund / Trust*
Full business name (if any) of the Trustee*
Tax File Number
Numbers only, no spaces
Please enter a number from 9999999 to 999999999.
Full name, address and ID of each Beneficial Owner if different to Directors (Beneficial Owner is anyone who owns and/or controls 25% or more of the holding)
Name
Prefix First Last
Date of Birth
Date Format: DD slash MM slash YYYY
Address
Name
Prefix First Last
Date of Birth
Date Format: DD slash MM slash YYYY
Address

Name - Person One*
Prefix First Last
Date of Birth*
Date Format: DD slash MM slash YYYY
Gender*
- Male
- Female
Are you a Politically Exposed Person?*
If you're not sure, answer no
- No
- Yes: Australian PEP
- Yes: Foreign PEP
- Yes: International Organisation PEP
Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Postal Address
Same as previous

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Home Phone
Business Phone
Mobile Phone
Fax
Email*
Occupation*
Work Status*
Full time, part time, etc.
Employer
Are you an Australian resident for tax purposes?*
- Yes
- No
Tax File Number
Numbers only, no spaces
Please enter a number from 99999999 to 999999999.

Additional Trustee
- Yes
Name - Person Two
Prefix First Last
Date of Birth
Date Format: DD slash MM slash YYYY
Gender
- Male
- Female
Are you a Politically Exposed Person?
If you're not sure, answer no
- No
- Yes: Australian PEP
- Yes: Foreign PEP
- Yes: International Organisation PEP
Residential Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Home Phone
Business Phone
Mobile Phone
Fax
Email
Occupation
Work Status
Full time, part time, etc.
Employer
Are you an Australian resident for tax purposes?
- Yes
- No
Tax File Number
Numbers only, no spaces
Please enter a number from 9999999 to 999999999.

Authorise another person to operate this account
If you wish to authorise somebody else (eg spouse, accountant, Power of Attorney, financial planner, etc) to act on your account, please complete this section of the document. This Authority may only be revoked by written notice from the Client to Australian Bond Exchange and will take effect at the commencement of the business day following the date of receipt of the notice of revocation by Australian Bond Exchange (See Account Terms and Conditions for further details). Relevant ID is also required in accordance with Australian Bond Exchange AML/CTF requirements.
Authorise
Check this is there's someone you want to authorise.
- Yes: Authorise this person
Name
First Last
Relationship
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
Send Trade Confirmations
- Yes: I'd like this person to receive a copy of trade confirmations
Is this person a Politically Exposed Person?
If you're not sure, answer no
- No
- Yes: Australian PEP
- Yes: Foreign PEP
- Yes: International Organisation PEP

Custodial Sponsorship
Between Australian Bond Exchange Pty. Ltd., ABN 73 605 038 935. AFSL 484453
PO Box R445, Royal Exchange, NSW, 1225.
and:
Name : Name of the Trust / Super Fund
Name: Person One
Name: Person Two
Registration Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
I instruct Australian Bond Exchange to act as my custodian. By doing so I acknowledge that I have been provided with, and agree to be bound by the custodial Terms in the Bond Account Terms and Conditions.

Direct Credit Details
Australia Bond Exchange will provide my bank details below to the relevant Issuers’ registries for coupon payments applicable to bonds held.
This portion is optional. We can contact you directly to discuss if you leave this blank.
Bank account name as shown on bank statement
Name of Australian Bank or financial institution
BSB
Account Number
I authorise Australia Bond Exchange to provide my/our bank details above or our CMA details to the relevant Issuers’ registries for coupon payments applicable to bonds held under our custody number. Details provided on this form will override any previous instructions and will be applied to all current and future bonds sponsored by Australian Bond Exchange.

Authorise another person to operate this account