At Swyftx, we offer SMSF accounts, which we also refer to as entity accounts. Entity accounts include trusts, companies, and self-managed super funds (SMSFs).

This information is specifically for SMSF accounts. Find out how to set up a trust account or company account.

Before you begin

• You must have a verified personal Swyftx account to complete this application. If you don't already have one, find how-to instructions in our support article Create an entity account (trust, company, or SMSF).
• All members and trustees of the SMSF must have verified personal Swyftx accounts.

Step 1: Prepare the required documents

• The SMSF Trust Deed.
• A current full company information extract from the ASIC website. Find out how to download a company information extract.

We do not accept the registration of company documents.

Step 2: Complete the application through your personal Swyftx account

• Web

  You must have a verified personal Swyftx account to complete this application. If you don't already have one, find how-to instructions in our support article Create an entity account (trust, company, or SMSF).

  1. Click on your circled initial in the corner of the top menu bar.
     
  2. Under Switch account in the dropdown, select Create entity account.
     
  3. Select I understand, Continue, then Continue to start your application.
  4. Enter your details in the Step-by-Step Entity Account Creation Form.

• App

  You must have a verified personal Swyftx account to complete this application. If you don't already have one, find how-to instructions in our support article Create an entity account (trust, company, or SMSF).

  1. Expand the left side menu and select Switch account from the bottom of the menu.
  2. Select Create entity account.
  3. Select Continue, then Continue on Create entity to start your application.
  4. Enter your details in the Step-by-Step Entity Account Creation Form.

What happens next?

Our team will review your application within 1 business day and let you know if we need more information.

All parties included in the application will receive an invitation by email to join the entity account, so you can tell them to expect an email from us.

The application will only progress when all members have accepted the email invitation and all accounts are verified users on Swyftx.

Finally, we will send you a message when the account is ready.

Further assistance

If you require additional support during the process, book a consult call with one of our account specialists.

Book a consult

Don't have an SMSF established yet?

We can still assist you! To discuss further please book a consult with one of our account specialists.

Accessing your entity account

• App

  1. Expand the side menu and select Switch account from the bottom of the menu.

• Web

  1. Select your circled initial in the top right corner of the dashboard.
  2. Select the account you wish to switch to from the drop-down menu.

Swyftx strongly encourages the addition of two-factor authentication (2FA). 2FA is the most significant upgrade you can make for your account security.

Read more: Set up two-factor authentication