SMSFs

Start with the SMSF structure and documentation.

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.

Account structure first

Before platform access is established, the application needs to identify the SMSF, trustee structure and authorised users correctly.

Documentation through onboarding

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.

Ongoing account administration

After setup, direct broker support is available for platform access and practical account administration questions.

Best fit: SMSF trustees who want a clear account-opening process, practical documentation support and direct broker support after setup.
Propex24 AssistantWebsite help only. No financial advice.
For account-specific, technical or regulated queries, contact Propex24 directly. This assistant does not access client accounts or provide trade recommendations.