*Before investing please seek independent advice on whether it is permissible for your SMSF to invest in CSF (crowd-source funding) offers.
If you wish to invest in a company on Equitise using your SMSF, you can do so easily as part of the investment process. Your documents will need to be verified by our team which may take a few days, however, you can still go on to finalise your investment while this is pending.
After clicking ‘INVEST NOW’ on the offer of interest, you will follow the usual steps on how to invest until you have signed the terms of the offer. It is at this point you will get the option to invest with your SMSF by clicking the toggle next to ‘Invest as a Company, Trust or SMSF’ to the right as shown below.
To invest using your SMSF you’ll first need to create an account with Equitise and verify your identity. Create or login to your account here.
When you are logged into your account you will see the option on your dashboard to set up an investment vehicle.
Click on the tile shown above and select ‘Add Investment Vehicle’. Then under ‘Investment Vehicle Type’ select Self Managed Super Fund.
Fill in the details of your SMSF then click submit where you will also need to upload a certified version of your trust deed. All trustees will need to verify their ID with an Equitise account.
N.B If you wish to invest more than $10,000 you will also need to be registered as a wholesale investor and upload the required material based on your jurisdiction. View here to find out if you qualify as a wholesale investor.