Self-managed superannuation fund trading account
Manage your superannuation fund and make your own
Open a trading account with your self-managed superannuation fund
(SMSF) and take control of your investments for retirement with Saxo.
Suited for clients with extensive financial knowledge, a SMSF trading
account lets you implement your own investment strategy and
capitalise on tax relief based upon any potential profits.
Looking to open a SMSF account with HIN share trading enabled
Why trade with Saxo?
Access over 42,000* instruments, across all asset classes, from a single cross-collateralised account and hold and deposit funds in 18 currencies.
Place and manage orders in the blink of an eye with SaxoTraderPRO, our most powerful platform yet, or trade on the move with SaxoTraderGO.
Benefit from market-leading entry prices and get tighter spreads and lower commissions when you upgrade your trading tier.
Receive around-the-clock personal service, whenever the markets are open, from a dedicated Saxo specialist.
Frequently asked questions
Please provide us with a clear copy of the following documents:
- Deed of Guarantee and Indemnity Form
- US FATCA Form
To trade US products through your SMSF trading account, you need to complete a W-8BEN-E form. Contact us for more information, or read more about the W-8 Series forms here.
Saxo Report can be downloaded from our platform for taxation purposes. Please consult your accountant for taxation reporting and management matters.
To apply online:
- please fill out the oneline application here
To apply on paper:
Download Paper-based client application forms
- Individual and joint account application form
- Company account application form
- Trust / SMSF account application form
Scan and email the completed forms to: firstname.lastname@example.org.
Please send the completed application to office address. See details here.
Note: If you are completing a paper-based application form, you must also complete a Client Suitability Assessment.
Please email email@example.com to receive the Client Suitability Assessment, or contact our sales desk on +61 2 8267 9000. Please complete and submit the suitability assessment along with your application form.
Our other accounts
Apply for an account to trade your trust funds with us with minimum deposit of AUD 10,000.