Self-managed superannuation fund trading account

Manage your superannuation fund and make your own
investment decisions.

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?

Global exposure

Access over 42,000* instruments, across all asset classes, from a single cross-collateralised account and hold and deposit funds in 18 currencies.

Award-winning platforms

Place and manage orders in the blink of an eye with SaxoTraderPRO, our most powerful platform yet, or trade on the move with SaxoTraderGO.

Industry-leading prices

Benefit from market-leading entry prices and get tighter spreads and lower commissions when you upgrade your trading tier.

Expert support

Receive around-the-clock personal service, whenever the markets are open, from a dedicated Saxo specialist.

Please refer to your SMSF investment strategy for eligible products and contact your accountant for more details.

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

Email:

Scan and email the completed forms to: newaccounts@saxomarkets.com.au.

Mail:

Send the completed application to our postal address:
Saxo Capital Markets (Australia) Pty Ltd
PO Box A839
SYDNEY SOUTH NSW 1235
AUSTRALIA

Note: If you are completing a paper-based application form, you must also complete a Client Suitability Assessment.

Please email newaccounts@saxomarkets.com.au 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.

Open a Saxo account now

Open a Saxo account now

Simply fill in our application form, fund securely and access our entire product range.

Our other accounts

Saxo Capital Markets (Australia) Pty Ltd.
Level 25, 2 Park Street
NSW 2000
Sydney
Australia

Australia

The Saxo trading platform has received numerous awards and recognition. For details of these awards and information on awards visit www.home.saxo/en-au/about-us/awards

Saxo Capital Markets (Australia) Pty Ltd ABN 32 110 128 286 AFSL 280372 (‘Saxo’ or ‘Saxo Capital Markets’) is a wholly owned subsidiary of Saxo Bank A/S, headquartered in Denmark. Please refer to our General Business Terms & Combined Financial Services Guide & Product Disclosure Statement to consider whether acquiring or continuing to hold financial products is suitable for you, prior to opening an account and investing in a financial product.

Trading in financial instruments carries various risks, and is not suitable for all investors. Please seek expert advice, and always ensure that you fully understand these risks before trading. Trading in leveraged products such as CFDs and Margin FX products may result in your losses surpassing your initial deposits. Saxo Capital Markets does not provide ‘personal’ financial product advice, any information available on this website is ‘general’ in nature and for informational purposes only. Saxo Capital Markets does not take into account an individual’s needs, objectives or financial situation.

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