SMSF APPLICANT

To assist with your application, you will need:

  • Trust details as contained in the trust deed and provide a certified copy of the trust deed
  • Company details including a valid Australian Company Number (ACN) (applicable to a company trustee)
  • All applicants to be 18+ years of age and provide a certified copy of your drivers’ licence or passport
  • To provide personal details for all applicants, including date of birth, country of birth, country of citizenship, Australian residential and Australian postal addresses
  • To provide a valid email address to receive your application details and notification
  • To provide an ABN or Tax File Numbers (optional)

Transaction fee of $66 or 0.15% (including GST), whichever is greater

Before you continue

Downloading the application form from our website requires you to receive various documents which dictate the product (s) you are applying for via the links below. You will not be provided with a paper copy of these documents however you can print a copy for your records. Ensure you read through and retain the Financial Services Guides, terms and conditions, non-advisory authority and other important documents relating to ELB’s share trading service by downloading them on this page via the links provided below.  

Financial Services Guides (ELB and Pershing)

Non-advisory share trading authority

Schedule of fees and charges

Best execution policy

Privacy policies (Count and Pershing)

When you have completed your application form, simply email to jody.sherring@equityloanbroking.com.au or post the original to us at P O Box 28, Balmain NS@ 2041 along with your certified trust deed and trustee identification.   Your account will be opened the same day we receive your paperwork.  You will be notified via email of your account details.

To place an order, simply email jody.sherring@equityloanbroking.com.au with the trade details, including the stock, buy or sell and market or limit price.