Step 1. Setting up the business membership for superannuation funds
To operate a superannuation account, a formal trust deed is required, which will state who are the trustees. The trustees can be an individual or a company.
Who are the trustees of your superannuation fund?
Please ensure all individual trustees have had their ID verified in a branch.
Once completed, you may be able to open the Super Fund membership by simply getting in touch - please proceed to step 2.
All trustees must sign the membership application form.
If the company (as the trustee of the super fund), is already a member with us, at least 2 of its directors (unless sole director operated) or 1 director together with the secretary need their ID verified in a branch.
Otherwise, a separate membership for the company needs to be opened – this can be done on the one application form together with the super fund membership.
Click here to follow the company membership process first and return to continue with Step 2 below.
All directors/trustees must sign the membership application form.