Invest in global markets
with your SMSF

Yes, absolutely. To trade US products through your SMSF trading account, you need to complete a W-8BEN-E form. Contact us for more information, or read more about the W-8 Series forms here.

Through partnership with Sharesight, Saxo Australia offers clients an advanced tax reporting service directly in the platform. Please consult your accountant for taxation reporting and management matters.

You can transfer your existing stock portfolio to Saxo after you have opened a Saxo account. The stocks are owned (registered) by exactly the same party/name as the one on the Saxo account.

Log in to the platform, go to the ‘Account’ section, select ‘Deposits and Transfers’ and then ‘Portfolio Transfer’. See the step by step guide here

Self-managed super funds, often abbreviated as SMSFs and known as DIY super, represent a method of preparing for your retirement. An SMSF is a personal retirement fund where you take on the role of trustee and fund manager, making all necessary investment decisions on your own behalf.

The key distinction between an SMSF and other superannuation funds lies in the management structure. In an SMSF, the members also serve as the trustees, meaning they manage the fund themselves. This is different from other types of superannuation funds, where investment decisions are typically made by a professional fund manager.

If you are considering investing in an SMSF via Saxo but have not set up an SMSF yet, we recommend checking out the Australian government's Money Smart Guide to determine if an SMSF is the right fit for your financial goals.

If you already have an established SMSF and wish to open an SMSF investment account with Saxo, you're welcome to start your application process immediately. Opening a new account takes just a few minutes. Our friendly team is here to help you with your application.

To open an SMSF investment account with Saxo, you must already have a Self-Managed Super Fund established. If you're in the process of setting up your SMSF, we recommend finalising this before proceeding with your Saxo SMSF account application, however, feel free to open an individual/joint account while your SMSF is being set up.

If you already have an established SMSF, you can begin the application process for an SMSF investment account with Saxo directly on our website. Simply navigate to the relevant section and follow the provided instructions to submit your application.

As an SMSF investor with Saxo, you can expect comprehensive support from our dedicated team. We are available to assist you with any queries or concerns and provide tools and resources to ensure you are well-equipped to manage your SMSF effectively.

Yes, you can transfer your existing SMSF investments to Saxo. It's recommended to speak with our team or your financial advisor to understand the process and any potential implications before making the switch.