Account structure first
Before platform access is established, the application needs to identify the SMSF, trustee structure and authorised users correctly.
SMSFs
Opening a trading account for an SMSF starts with getting the trustee details, fund structure and required documentation in order. Propex24 helps trustees through account setup and platform access, with futures, equities, FX and CFDs available where relevant to the account.
Before platform access is established, the application needs to identify the SMSF, trustee structure and authorised users correctly.
Propex24 can help trustees work through the information and documents requested during account opening, then confirm the practical steps needed before platform access is established.
After setup, direct broker support is available for platform access and practical account administration questions.