You should seek independent advice on whether it is permissible for your self-managed super fund (SMSF) to invest in CSF offers.

Set out below are the instructions for how to invest via a SMSF.

Complete steps 1 and 2 in How do I make an investment? — Invest in a company — 7 steps to invest.

Then complete step 3 as follows:

Step 3. Enter your details

You will need to enter the details of the trustee (as the legal owner of the shares) and the details of the SMSF (as the beneficial owner).

The trustee can be either an individual or a company. For example, '[Individual Trustee Name] ATF [SMSF Name]' or '[Corporate Trustee Name Pty Ltd] ATF [SMSF Name].'

Please note, we do not support joint trustees. See our article Can I make a joint application for shares?

The person making the application must be the trustee of the trust (or a director of the corporate trustee) and authorised to make the investment application.

To select your trustee type use the 'Investment Entity Type' and 'Trustee Type' drop-down menus.

If it is the first time you have used the Birchal platform, you will be sent an SMS from Birchal to the mobile number entered at step 3 with a one-off verification code. You will need to input the verification code before proceeding.

Example —

Return to How do I make an investment? for Step 4. onwards!

If you want to invest more than $10,000 as a 'wholesale client,' via a company or trust, or are from overseas, see —

How do I make an investment?

What is the minimum amount I can invest?

What personal details do I need to provide to invest?

Can I send in a paper investment application?

How do I invest over AUD $10,000 or as a wholesale investor?

I'm not in Australia. How do I invest from overseas?

How do I invest via a company?

How do I invest via a trust?

Can I gift my shares?

Can I make a joint application for shares?

How do I cancel my investment?

How do I invest on behalf of a child?


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