SelfWealth Client Application

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To complete your application for Trent McKendrick of Havana Financial Services Pty Ltd, the following information will be required.

What's required for an individual application. You can complete application details where required.
For all other applications see our Signup Guide.


Australian Drivers Licence
(Or additional photo ID)

Australian Tax File Number
(ABN for Businesses)

Existing Bank Account
Moving over a HIN and Holdings
Requirements:
  • Holder Identification Number (HIN)
  • Broker Name
Only moving across Holdings
Requirements:
  • Holder Identification Number (HIN)
  • Broker Name
  • Holdings Code and Quantity

Trading Application Type

Please select the application type you would like to open

Please review our SelfWealth TRADING Guide if you are unsure of the correct application type.

What you will need:

Please select an application type above to see what you will need.

Individual

  • To be 18 years of age or older
  • Personal details, date of birth, current Australian residential and postal address
  • Email address, mobile number
  • Your TFN or exemption code (optional)
  • Drivers licence or equivalent photo ID

Joint

  • To be 18 years of age or older (ALL Applicants)
  • Personal details, date of birth, current Australian residential and postal address
  • Email address, mobile number
  • TFN or exemption code (optional)
  • Drivers licence or equivalent photo ID

Sole Trader

  • Australian Business Number (ABN) and business name
  • Registered office and principle place of business addresses
  • Current Australian residential and postal address
  • Email address, mobile number
  • Tax File Number or exemption code (optional)
  • Drivers licence or equivalent photo ID

Company

  • A valid Australian Company Number (ACN)
  • To be 18 years of age or older (ALL applicants)
  • Personal details for all applicants inc date of birth and any additional beneficial owners or controllers
  • Current Australian residential and postal address for of all applicants
  • Email address, mobile number

Individual Trust/SMSF

  • Personal Details for all applicants: date of birth, current Australian residential & postal address, email address and mobile number
  • Trust details consistent with the Trust deed
  • TFN or exemption code (optional)
  • Original photocopy of the full signed Trust Deed (if applicable)
  • Original photocopy of the minor(s) birth certificate if you are applying for a Minor Trust

Corporate Trust/SMSF

  • A corporate Trust means the Company is a Trustee, and the members of the Trust are directors
  • Personal Details for all applicants: date of birth, current Australian residential & postal address, email address and mobile number
  • Trust details consistent with the Trust deed
  • TFN or exemption code (optional)
  • Original photocopy of the full signed Trust Deed (if applicable)
  • Original photocopy of the minor(s) birth certificate if you are applying for a Minor Trust

Primary Applicant Details for Application

Can be provided later in the application.