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Application Type
Applicant
Application Status

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

Only moving across Holdings

Trading Application Type

Please select the application type you would like to open

Individual

Trade under your name
e.g. Jane Citizen

Joint

Trade in joint names
e.g. John and Jane Citizen

Company

Trade on behalf of a Company
e.g. MyCompany Pty Ltd

Individual Trust/SMSF

All members of the Trust are considered individual Trustees

Corporate Trust/SMSF

Corporate Trust means the Company is a Trustee, members of the Trust are directors

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

Yes No

Primary Applicant Details for Application

Please provide the exact details to be used for your trading application. You may have to provide certified documents if these details are incorrect.

Email Address *

Title*

First name *

Middle name

Can be provided later in the application.

Last name *

Date of birth *

SelfWealth Client Application