When you are opening a bank account or a trading account for your SMSF, the bank or broker may ask you for certified documents. They will ask for a certified Deed extract. As your SMSF administrator, Superannuation Warehouse can certify your Deed and post it to you. Alternatively, you can have it certified by someone else (see below for a list of individuals qualified to certify documents).
The certification statement should read as follows: “I have sighted the original document and certify this to be a true copy of the original.” On each of the photocopied pages the certifier must also include their full name and signature, the date and registration number (if any), and a reference to the qualification or occupation that entitles them to certify the documents.
The person who certifies the Deed must be either an Australian Citizen or a permanent resident of Australia.
For a more extensive list of those authorised to certify, click here. When Trustees open up a bank account, the bank will usually require a certified copy of the Trust Deed, Superannuation Warehouse can certify a copy of the Trust Deed. For more details on opening up an SMSF bank account with Macquarie, see the Macquarie page