3 easy steps to apply
Step 1.
Self managed super fund details.
To complete your online application you will need some key details of your self managed super fund, including the ABN and fund name
Step 2.
Your Term Deposit or USaver SMSF details.
How much money would you like to invest? For how long? These are the sort of questions you will be asked here.
Step 3.
Confirm and submit. Verify your details.
Once you have applied you'll be required to verify your SMSF details. Instructions will be provided through the process.
Before you start, you'll need:
- To have a complying Self Managed Super Fund where;
- The trustees are two individuals, or
- There is a corporate trustee with a maximum of two directors. UBank Term Deposits for SMSF are not available for funds with more than two directors.
- A minimum of $1,000 to deposit.
- An Australian bank account in the same name as the fund or trustee/s of the fund, into which we can transfer your money and interest.
