Please note, if investing via your SMSF, you should seek independent advice on whether it is permissible for your SMSF trustee to invest in CSF offers. Everyone’s circumstances are different.

It is technically possible for a trustee of a self managed super fund (SMSF) to invest in CSF offers through the Birchal platform. 

One way to do this is to specify the trustee as the legal owner of the shares, as trustee for the SMSF, in the “legal name” section of the Birchal application process (e.g. “[Trustee Name] ATF [SMSF name]"). 

Note that if your SMSF has a corporate trustee, then you would select the “Company” investor option and also include the ACN where requested, but would specify the company as the legal owner of the shares, as trustee for the SMSF (e.g. “[Company Name] ATF [SMSF name]”).

Investing through a SMSF may mean that you will need additional information from from the Company (e.g. for auditing and reporting purposes). Companies will usually be happy to facilitate if and when required. Check with the Company via the discussion board for the offer if you are unsure. 

For more information about self-managed super funds, please review the ATO website here - https://www.ato.gov.au/Super/Self-managed-super-funds/

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