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Individual

Trading & Bank Account Set Up

• Driver’s licence/passport

HIN/Holdings Transfer
• Photo of the driver’s licence/passport

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Joint

Trading Account & Bank Account Set Up
• Photo of the driver’s licence/passport of each person on the account application
HIN/Holdings Transfer
• Photo of the driver’s licence/passport of each person on the account application

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Company

Trading Account & Bank Account Set Up
• Driver’s licence/passport number of each director?
HIN/Holdings Transfer
• Photo of the driver’s licence/passport of each director on the account application
• Copy of certified company deed

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Trust/SMSF(Individual)

Trading Account & Bank Account Set Up
• Driver’s licence/passport of each person on the account application
• Copy of certified SMSF deed
HIN/Holdings Transfer
• Photo of the driver’s licence/passport of each person on the account application

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Trust/SMSF(Corporate Trustee)

Trading Account & Bank Account Set Up
• Driver’s licence/passport of each person on the account application
• Copy of certified SMSF deed
HIN/Holdings Transfer
• Photo of the driver’s licence/passport of each beneficial person on the account application

Brokerage cost

$00.00

Donation to charity

$00.00

Donation cost

$00.00

Amount saved

$00.00

This table is based upon 2021-2022 ATO individual Income Tax rates. The above rates do not include the Medicare Levy of 2%. The exact level of your tax deductibility will vary depending on your present financial circumstances. Please seek assistance from an independent taxation professional for formal guidelines. The donation amount is the brokerage, minus the ASX and Settlement fees, then 50% of the remainder will be donated on your behalf, for more information refer to the Financial Services Guide.