Self-managed super funds
You are able to link to one account in the name of your self-managed super fund.
All SMSFs trustees, including the directors of corporate trustees, have access to the Vanguard Personal Investor Account and can authorise a sell order on behalf of the account via Vanguard Online.
All SMSFs trustees, including the directors of corporate trustees, have access to the Vanguard Personal Investor Account and can authorise a purchase order on behalf of the account via Vanguard Online.
SMSFs can be established with up to four individual members, who each act as trustees.
Alternatively a fund can be established under a corporate structure, where a registered company acts as the trustee and the fund’s members are all required to be directors.
All self-managed super funds are classed as Australian regulated trusts. SMSFs are regulated by the Australian Tax Office.
Yes. Each member will have access to account and tax statements.
All statements will be available on Vanguard Online and each member will receive an email to let them know when a statement is available.
An individual trustee SMSF account structure can have no less than two and no more than four members, who must also be trustees of the fund.
A corporate SMSF account structure can have no more than four directors of the company acting as the legal trustee.
To open a SMSF account with individual trustees, you will need a copy of the trust deed, and an email address and mobile number for each trustee.
To open a SMSF account with a corporate trustee, you will need a copy of the trust deed, the latest annual company statement, and an email address and mobile number for each trustee (director).
Your SMSF TFN is entered during the account application process.
