Set up your dedicated CoinSpot Self Managed Super Fund (SMSF) account today!
Once you have established your SMSF Trust and have your documents ready, please follow this guide to complete your account verification.
If you have not yet established an SMSF trust or do not have your documents ready, please refer to our introductory article for more information.
What do I need to get started?
- Drivers Licence & Passport (All Directors & Individual Trustees)
- Registered Trust name & address
- Trust ABN
- A signed copy of the Trust deed
- Trust beneficiary details
- A pen, paper and camera handy to take a verification photo with the verification statement
As this account will be specifically for your SMSF investments the account will remain separate from any individual account you may already hold with us. You will need to register a new account, with a separate email address and password.
To get started please create a new CoinSpot account.
Enter your desired email for your dedicated CoinSpot SMSF account and a secure password.
Click "Complete Verification" to begin
Choose SMSF as your Account Type & enter your applicable account holder information.
Once you have filled out the "Account Holder Details" section, please upload your your applicable ID document.
Please note, ID documents must be uploaded in .jpeg or .png format.
Here you will need to fill out your Fund Information.
Your Trustee Details will be automatically added for you, if you are the sole Trustee you can proceed to upload your Trust Deed.
If you have additional Trustees associated with your SMSF, you will need to add them via the "Add Additional Trustee" button.
For the final step you will need to upload your CoinSpot Verification Photo.
Please ensure you are holding a note in your photo that includes the below information;
Your Full Name
Your Unique Code XXXX (example only, please refer to your CoinSpot account for your correct code)
Once you have completed all fields and sections with all the required details, you can click the “Submit for Verification” button.
Our dedicated SMSF team will review your application and may contact you for further information.
Need more help?
Please submit your request via Zendesk - coinspot.zendesk.com/hc/en-us/requests/new
or you can reach our dedicated SMSF Team directly at email@example.com