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.

Create account

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.