In order to start investing for your trust/SMSF with nabtrade, you will first need to establish a nabtrade trading account in the name of your trust. You can establish a nabtrade trading account by following the steps:
- Visit nabtrade.com.au and select 'Join'
- Complete the online application form.
- Provide us with a certified copy of your trust deed in one of the following ways:
a) Post a certified copy of the trust deed to: nabtrade, GPO Box 4545, Melbourne, Victoria 3001
b) Email a certified copy from the email address you provided in your application. For SMSF Accounts please send to firstname.lastname@example.org. For all other Trust Accounts please use email@example.com.
If you are an existing NAB customer and you have already provided your trust deeds to a NAB branch, please advise us on 1300 184 139 (SMSF Accounts) or 13 13 80 (all other Trusts).
Email requirements: If you are emailing the certified copy, you must include the following text in the body of the email: "I, (YOUR NAME), (TRUSTEE OR DIRECTOR) of (NAME OF SUPER FUND OR NAME OF CORPORATE TRUST), confirm that this is a true copy of the original document attached in this email."
While we don’t require the entire deed, we do require (at minimum) the pages that state the name of the trust, the trustees, the members/beneficiaries, and the signature/execution page.
HELPFUL HINT: It is important when completing the application form that your application matches the details of the trust deed.
Should you be moving across from another broker, it is also important that your CHESS registration details with the other broker match your new nabtrade CHESS registration details to ensure a smooth transfer. If the CHESS registration details do not match between the other broker and nabtrade (for example, there has been a change of trustee), the transfer can be processed with Off Market Transfer forms instead. These CHESS details can be found on any confirmation notes, dividend or holding statements.