BSB 806 015

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BSB 806 015

Sole trader and partnership memberships

Member information guide

Sole trader and partnership memberships

A sole trader is an individual operating a registered business. A sole trader may utilise their own personal Tax File  Number to lodge any income tax returns and will require an ABN if they have a registered business name.

A partnership is a group or association of people who operate a business and distribute income or losses between themselves. A partnership has its own Tax File Number and must hold an ABN which they will use for their business dealings.

What do I need to open a membership for a sole trader or partnership?

To set up a membership and accounts for your sole trader or partnership, you will need to provide original or original certified copies of the following documents:

Step 1
Prepare your documents

You will need to provide a business extract issued by ASIC, dated within last 30 days.

Step 2
Attend a branch

All business owners 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 business owner 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 and trust deed if a trust is the shareholder of your company.

Is the business owner a formal trust or superannuation fund?
You will also need to provide:

  • A full copy of the signed and executed trust deed.
  • All trustees and appointers will need to attend a branch with primary photo identification

For more information contact us on 13 25 77.

Download member information guide

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