Instructions & Checklist

Please read the following checklist before starting a Managed Portfolio Application. The application should take between 3-10 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 and signatures pages only)
  •  Certified copy of driver’s licence for each director

SMSF / Trust with Individual trustees

  •  Certified Copy of Trust Deed (Cover, schedule and signatures pages only)
  •  Certified copy of driver’s licence for each individual

Company Account

  •  Certified copy of driver’s licence for each director

If you are a Sophisticated Investor

  • Accountant's certificate confirming net assets of $2.5m OR gross annual income of over $250,000 pa over the last 2 years (template attached here)