Overview
Benefits
The Intelligent Structure
The Structure at Work
Case Study
Application Process
 
 
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sms application form warrants app form warrants app form

 
 
 

APPLICATION PROCESS

Information about establishing your Equiti Warrant Trust structure along with the all downloadable forms can be found in the left hand side column of this web page or you may also contact the Equiti offices on 1300 246 600 during business hours for assistance.

Before you apply for the establishment of the Equiti Warrant Trust, you must have:

  1. Properly established your SMSF (via the SMSF Application Form);
  2. Arranged for the transfer of sufficient funds into your SMSF cheque account;
  3. Registered your Trustee Company (via the Company Application Form);
  4. Selected and secured your desired investment property on a ‘subject to finance’ basis.

Only once you have completed the above, will you be ready to create your Equiti Warrant Trust structure via a simple two-step process.


 1. Complete Your Application Form

 2. Your Authority to Proceed

 


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