For account setups and HIN/holdings transfer, other brokers like to see photos of IDs and signatures to compare them to on the B2B form.
All documentation for IDs or B2B HIN/holdings transfers is emailed to settlements@morrisonsecurities.com
Individual
Trading & Bank Account Set Up
• Driver’s licence/passport
HIN/Holdings Transfer
• Photo of the driver’s licence/passport
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
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
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
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.
