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Requirements to open a SMSF or Trust Account
joining
You can open an SMSF or Trust Account with Earnr in minutes.
What you'll need to open an SMSF Account
- Details of the Australian driver licence or passport for each individual trustee, or each director if the trustee is a company
- ABN for the SMSF, and if your SMSF has a company trustee, the ACN for the company trustee
- SMSF bank account details for withdrawals
- A copy of the SMSF Deed (you can provide it later if you don’t have it there)
- TFN for the SMSF (you can provide it later if you don’t have it there)
What you'll need to open a Trust Account
- Details of the Australian driver licence or passport for each individual trustee, or each director if the trustee is a company
- ABN for the Trust, and if your Trust has a company trustee, the ACN for the company trustee
- Trust bank account details for withdrawals
- A certified copy of the Trust Deed (you can provide it later if you don’t have it there)
- TFN for the Trust (you can provide it later if you don’t have it there)
How to open - new customers
- You can open an SMSF or Trust Account in minutes by downloading the Earnr App or signing up to Earnr online.
How to open - existing customers
If you already have a Personal or Business Account with Earnr - you can open an SMSF or Trust Account by:
- Log into Earnr on your desktop or laptop
- Head to Account Actions in top navigation bar
- Select: Open a New Legal Account
Get help
If you need any help opening an account you can contact us here.
We are here to help
Book a call
Book a call with an Earnr product specialist at a convenient time.
1300 332 062
Call our Australian based team between 9am and 5pm (Sydney time) on weekdays.
Chat with us online
Speak to us on live chat between 9am and 5pm (Sydney time) on weekdays.
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