Trustees are free to use any bank or broker of their choice when opening bank and share trading accounts. Always remember to have the account name in the name of the SMSF.
We have a business relationship with Moomoo, which offers a global investment and trading platform for shares. With Moomoo Share Trading, it is possible to invest in Australian and International Shares.
As part of our relationship with Moomoo, for all Funds who only hold a Moomoo and Macquarie bank account, we charge a lower annual fee of $82.50 per month or $990 per year. When submitting an application for a new SMSF through our website, please list in the notes of the application that this is your intention.
For more guidance on shares and related investments using your SMSF, see our share investment page.