Setting up your SMSF account on Digital Surge is a simple process designed to get you trading fast.
Before you begin verifying your Self-Managed Super Fund (SMSF) account, make sure you have the following documents and details ready:
What You'll Need
SMSF Name, ABN and Registered SMSF Address
Full SMSF Trust Deed (typically around 60 pages, showing Trustees and Members)
Trustee information, including:
Valid photo ID (passport or driver’s licence)
ASIC Company Extract (only if you have a Corporate Trustee)
Step 1: Create Your Account
Head to the Sign-Up page.
Enter your email address and password.
Click ‘Create Your Account’.
Step 2: Confirm Your Email
Navigate to your Dashboard (your account homepage).
Confirm your email address by clicking the verification link sent to your email.
Step 3: Select Account Type
On your dashboard, select the account type you wish to set up.
Choose ‘SMSF’ as your account type.
You will then be prompted to verify your mobile number.
Step 4: Gather Required Documents
A pop-up screen will display the documents you need for SMSF verification. Ensure you have all the necessary documents before proceeding.
Step 5: Provide SMSF Details
Enter your SMSF Name and ABN.
Add the registered address
Upload a copy of your full SMSF Trust Deed.
Note: The Trust Deed is typically around 60 pages and must show the Trustees and Members of the SMSF.
Step 6: Verify Trustee Information
For Individual Trustees
Enter the trustee’s full name as listed in the Trust Deed.
For Corporate Trustees
Enter the business name and ACN/ABN of the corporate trustee.
Upload an ASIC Company Extract for the corporate trustee.
Tip: If you don’t have an ASIC extract, you can purchase one for $10 by searching for your ABN/ACN under 'Organisation and Business Names' on the ASIC website. The extract will be sent to your email as a PDF file.
Step 7: Add Members
Add all SMSF trustees and members.
If you need to add more members, select ‘Add Member’.
Once all members have been added, click ‘Finish’ to complete your verification process.
Step 8: Confirmation Screen
You’ll see a confirmation message indicating that your application has been submitted.
What Happens Next?
SMSF account approvals are usually completed within 24 hours.
You’ll receive a confirmation email once verified.
After verification, you can begin trading, depositing, and withdrawing.
All SMSF accounts will have access to account statements and full transaction history, which you can provide to your accountant or SMSF provider to ensure compliance and reporting accuracy.
Need Help?
If you have any questions or are unsure about which documents to upload, contact our support team via live chat or email at contact@digitalsurge.com.au. We’re here to assist you!