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
- A Corporate Trustee SMSFIndividual Trustee 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
- 1234
- 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
- NoYes 1 BeneficiaryYes 2 BeneficiaryYes 3 or more
- 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: *
- YesNo
- YesNo
- YesNo
- YesNo
- 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.
- <20,000 USD20,000 - 49,999 USD50,000 - 74,999 USD75,000 - 99,999 USD100,000 - 249,999 USD250,000 - 499,999 USD500,000 - 999,999 USD1,000,000 - 4,999,999 USD5,000,000 - 9,999,999 USD10,000,000 - 24,999,999 USD25,000,000 - 29,999,999 USD30,000,000 - 49,999,999 USD> 50,000,000 USD
- <20,000 USD20,000 - 49,999 USD50,000 - 74,999 USD75,000 - 99,999 USD100,000 - 249,999 USD250,000 - 499,999 USD500,000 - 999,999 USD1,000,000 - 4,999,999 USD> 5,000,000 USD
- <20,000 USD20,000 - 49,999 USD50,000 - 74,999 USD75,000 - 99,999 USD100,000 - 249,999 USD250,000 - 499,999 USD500,000 - 999,999 USD1,000,000 - 4,999,999 USD> 5,000,000 USD
- 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.