Make the most of your SMSF

We can help you with that. To invest using your SMSF you'll need to first register your SMSF with a qualified SMSF Administrator. Then you can set up your own SMSF account on the Wealth99 platform. And if you have any questions along the way, you can always talk to our team of specialists.

You’ll need the following:  

• Your SMSF Trust information
• Registered Trust name
• Registered Trust address
• Trust ABN
• A copy of the Trust deed
• Trust Beneficiary details
• Photo ID for any other Beneficial Owner noted on the deed (eg. passport or driver’s license)Whether the Trust is held by an individual (or individuals) or through a company
  
  

Wealth99 doesn’t charge any establishment or set-up fees, or any admin fees. We do include a purchasing fee of less than 1% – but as your investment increases, this fee is open to negotiation. 

At Wealth99, the safety and security of our customers’ assets is our highest priority. We follow strict offline storage protocols which have been proven to be industry best-practice. We’re insured by Bitgo,  a world-class custody company, and we’ve been independently awarded an international  A+ security certification.