Instructions & Checklist

Please read the following checklist before starting a Bellmont Share Trading Application. The application should take between 5-15 minutes to complete depending on your account type.

If you do not have some of the required documents or information handy we suggest submitting as much as you can and we will contact you for any further information.

Required Documents:


Individual

  •  Certified copy of driver’s licence

SMSF / Trust with Company trustee

  • Certified Copy of Trust Deed (Cover, schedule, beneficiary, settlor, and signatures pages only)
  • Certified copy of most recent ASIC annual statement for the company trustee including any amendments
  • Certified copy of driver’s licence for each director and beneficiaries (who own 25% or more of the assets held in trust, or who control 25% or more of the entity (directly or indirectly), for example through voting rights e.g. CEO or Managing Director.)

SMSF / Trust with Individual trustees

  • Certified Copy of Trust Deed (Cover, schedule, beneficiary, settlor, and signatures pages only)
  • Certified copy of driver’s licence for each director and beneficiaries (who own 25% or more of the assets held in trust, or who control 25% or more of the entity (directly or indirectly), for example through voting rights e.g. CEO or Managing Director.)

Company Account

  • ASIC Online current company information search
  • Certified copy of most recent ASIC annual statement including any amendments
  • Certified copy of current valid drivers licence of all directors and beneficial owners (anyone who has 25% or more ownership of the company)