Setting up a SMSF account with Cointree

Did you know you can invest into digital currency like Bitcoin (BTC), Ethereum (ETH) and other cryptocurrencies using your super?

If you already have your Self Managed Super Fund (SMSF) set up, we can help create your dedicated SMSF account on Cointree.

 

Getting started as a SMSF with Cointree

To get started as a SMSF account with us, you will need to have the following documents ready:

  • Certified ID - Drivers Licence & Passport (All Directors & Individual Trustees)
  • Certified Trust Deed (Cover page, Schedule page and Signature page only)
  • Trust ABN
  • Trust Account Name
  • Trust Beneficiary Details

Once you have prepared the above documents, you can then submit all the required documents along with your SMSF application form here. Once reviewed, we will get in touch with you through your email address regarding the outcome.

*Please allow 3-5 business days for our team to review your application.

 

Not sure on how to get started?

You can submit an enquiry to our support team here. We will then reach out to you directly and help guide you through the process.

If you prefer for us to talk to the person managing your SMSF instead, you can complete a letter of authority which will allow us to do so.

*Please note that we do not provide any advice, you will need to talk to your trusted professional before making any decisions.

 

Have you set up your SMSF? 

If you have not set up your SMSF, you will need to set it up first before you can create your dedicated SMSF account on Cointree.

We have been working closely with some SMSF providers to help simplify this process for our members. Please see our preferred providers below:

 

Where to get more information? 

You can find more information regarding SMSF from the ATO website. We have provided some links that can help you below:

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