BSB 806 015

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BSB 806 015

Formal trusts and superannuation fund memberships

Member information guide

Formal trusts and superannuation fund memberships

A formal trust is an established legal entity under formal arrangements. It will have a trust deed, which specifies who the trustees are, what powers they have, and how the trust is to be conducted. There are many different types of trusts, all with differing requirements to suit the purpose. Some of the most common types of trusts are discretionary trusts, family trusts, superannuation funds and unit trusts.

What do I need to open a membership for a formal trust and superannuation fund?

To set up a membership and accounts for your formal trusts or superannuation fund memberships, you will need to provide original or original certified copies as detailed below:

If the trustees of the trust or superannuation fund are individuals:

Step 1
Prepare your documents

You will need to provide a full copy of the signed, executed trust deed.

Step 2
Attend a branch

All trustees and appointors must attend a branch with the required documents and primary photo identification or return certified copies to:
PO Box 8609, Perth BC 6849

Step 3
Complete a request form

Complete and sign a non personal membership application form and finalise your membership.

Is the trustee of your trust or superfund a company?
You will also need to provide:

  • A company extract issued by ASIC, dated within last 30 days.
  • All company beneficial owners holding 25% or more of company shares will need to attend a branch with primary photo identification.
  • A share certificate if your trust is a shareholder of your company.

Is your trust or superannuation fund operating a registered business?
You will also need to provide:

  • Business extract issued by ASIC dated within last 30 days.

For more information contact us on 13 25 77.

Download member information guide

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