If you are selling shares from your SMSF of Family trust, we require some additional documents.
Certified Pages of Trust Deed
Please email (or mail) through a scanned certified copy of at least the following three pages from the trust deed:
- The cover page
- The trust schedule
- The signed execution page.
To get a copy of your documents certified, follow these instructions, which are summarised below:
- Find a person who can certify documents, such as a post office employee, pharmacist, dentist, physiotherapist, nurse, police officer, or lawyer.
- Ask them to certify a copy of the document. They can do this by copying the document and writing the following text “I certify that this is a true and correct copy of the original document sighted on ___/___/ 201X”. They must record their name, address and registration number (if applicable, say for a Justice of the Peace)
- Scan or take a legible photo of your certified copy, and email it to us at firstname.lastname@example.org
Please feel free to contact us during business hours at 1300 722 852 if you need any assistance.