Invera SMSF

SMSF Application Form
Welcome to the Invera Markets account application. If you have any questions along the way, please don't hesitate to contact us at info@inveramarkets.com.

You can return to your application at any point before it has been submitted. Please ensure that you fully complete this application and supply all the required documents (If not provided already) as we will be unable to process your account with incomplete details.
What you will need to complete this application

- A Copy of your SMSF Trust Deed

- ABN for the SMSF

- ID for all Directors/Trustees/Members/Beneficiaries of the SMSF

- Individual Tax File Numbers for all Directors/ Trustees/Members/ Beneficiaries of the SMSF

- Employment Details for all Directors/Trustees/Members/Beneficiaries of the SMSF

PLEASE NOTE: You will also need additional documents depending on the type Trustee in the SMSF. This will be outlined below.
- The primary account holder must be a Director/Member or Trustee of the SMSF. The primary account holder's name will also appear when you log into your investment portal.
- Who will be the primary contact for this account?
  
  First NameLast Name
- Primary Contact Email
  example@example.com
- Primary Contact Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Date of Birth
  
  DayMonthYear
- Before your account can be finalised, you will need to ensure that you read, understand and accept the terms and conditions that will apply:
  
  DOWNLOAD FSG
  
  By signing below you have consented and acknowledge that you have been provided with a copy of our Financial Service Guide (FSG) & Terms and Conditions (T&C's). You also acknowledge that you understand and agree to our FSG & T&C's.
- Signature of Primary Account Holder
- What is the ABN of your SMSF?
  Please note ALL SMSF's have an ABN
- Is your SMSF:
- All documents below are required:
  
  Company Statement or ASIC extract (if SMSF is less than 12 months you will NOT have a Company Statement)
  
  We will also require the following which can be taken from the SMSF Trust Deed:
  - Cover Page
  - Schedule Page
  - Execution/Signature Pages
  - Application for Membership Pages
  Please see below for examples of a Company Statement & ASIC Extract:
- Company Statement + ASIC Extract
  
  Example
- Please upload ASIC Extract or Company Statement: If your SMSF is less than 12 months old it will not have an Company Statement:
  
  Cancelof
- Please upload the Following Pages from your SMSF Trust Deed: Cover Page Schedule Page Execution/Signature Pages Application for Membership Pages
  
  Cancelof
- All documents below are required:
  - Cover Page
  - Schedule Page
  - Execution/Signature Pages
  - Application for Membership Pages
- Please upload the Following Pages from your SMSF Trust Deed: Cover Page Schedule Page Execution/Signature Pages Application for Membership Pages
  
  Cancelof
- How many Director/Trustees are there of the SMSF?
- Director 1 Details
  
  First NameLast Name
- Director 1 Occupation
- Director 1 Employer Name
- Director 1 Tax File Number
- Upload copy of Drivers Licence Director 1
  
  Cancelof
- Upload Passport or Proof of Residential Address Director 1
  
  Cancelof
- Director 2 Details
  
  First NameLast Name
- Director 2 Occupation
- Director 2 Employer Name
- Director 2 Tax File Number
- Upload copy of Drivers Licence Director 2
  
  Cancelof
- Upload Passport or Proof of Residential Address Director 2
  
  Cancelof
- Director 3 Details
  
  First NameLast Name
- Director 3 Occupation
- Director 3 Employer Name
- Director 3 Tax File Number
- Upload copy of Drivers Licence Director 3
  
  Cancelof
- Upload Passport or Proof of Residential Address Director 3
  
  Cancelof
- Director 4 Details
  
  First NameLast Name
- Director 4 Occupation
- Director 4 Employer Name
- Director 4 Tax File Number
- Upload copy of Drivers Licence Director 4
  
  Cancelof
- Upload Passport or Proof of Residential Address Director 4
  
  Cancelof
- Are there beneficiaries of the SMSF that are not Directors or Trustee's
- Beneficiary 1
  
  First NameLast Name
- Upload Drivers Licence or Passport for Beneficiary 1
  
  Cancelof
- Tax File Number Beneficiary 1 (IF under 16 leave blank)
- Beneficiary 2
  
  First NameLast Name
- Tax File Number Beneficiary 2 (IF under 16 leave blank)
- Upload Drivers Licence or Passport for Beneficiary 2
  
  Cancelof
- 3 or more Beneficiaries
  
  Please email us info@wealthgeninvestor.com, with all the names of the beneficiaries. We will then be in touch with what what is needed.
- Nominate Question 1:
- Answer to Question 1:
- Nominate Question 2:
- Answer to Question 2:
- Nominate Question 3:
- Answer to Question 3:
- Is the account holder or any immediate family member who resides in the same household, registered as a broker-dealer or an employee, director or owner of a securities or commodities brokerage firm, employee of a bank, hedge fund, or other financial services company?
- Is the account holder a director, a 10% shareholder or a policy-making officer of any publicly traded company?
- Is the account holder a member, employee, associated or affiliated person of a regulatory or a self-regulatory organisation or exchange?
- Has the account holder ever been the subject or an investigation or proceeding by any commodities or securities exchange or regulatory authority or self-regulatory authority?
- Provide the financial information below, which will be used by our Compliance Department to determine whether you are eligible to trade the investment products you select now or in the future. We never sell your information to any third parties, nor will we call you and suggest investments for you.
- Net Worth: The total value of all assets you own, less what you owe (including all mortgages and debts).Your Net Worth cannot be less than your Liquid Net Worth.
- Liquid Net Worth: The total value of any assets you own that can be quickly converted into cash.
- Annual Net Income: The total amount of your earnings for one year minus any taxes or other deductions taken from your pay. These other deductions could include health insurance, retirement contributions, court ordered judgements or support payments.
- Thank you very much for completing the account application. Please check your email inbox for further instructions within the next 24 hrs.
- Should be Empty:

SMSF Application Form

Company Statement + ASIC Extract

3 or more Beneficiaries

Provide the financial information below, which will be used by our Compliance Department to determine whether you are eligible to trade the investment products you select now or in the future. We never sell your information to any third parties, nor will we call you and suggest investments for you.