When opening bank accounts or trading accounts for your SMSF, the bank or broker may ask you for certified documents. They will ask for a Deed extract. Superannuation Warehouse (as your SMSF’s administrator) will have a signed copy of your deed and can certify and post this to you. Alternatively, listed below is a listing of people that can certify documents.
The certified statement should read as follows: “I certify that this is a true copy of the original document”. The certifier must also include their full name, signature, date, registration number (if any) and qualification or occupation which make them eligible to certify documents, on each of the photocopied pages.
A person who certifies the Deed must be either an Australian Citizen or permanent resident of Australia.
A summary of people who can certify are:
- Chiropractor, Dentist , Medical practitioner, Nurse, Physiotherapist, Optometrist, Pharmacist, Psychologist or a Veterinary surgeon
- Legal practitioner, Patent attorney, Trade marks attorney or a Bailiff
- Agent of the Australian Postal Corporation who is in charge of an office supplying postal services to the public
- Australian Consular Officer or Australian Diplomatic Officer (within the meaning of the Consular Fees Act 1955) in Australia or overseas
- Commissioner for Affidavits or a Commissioner for Declarations
- Finance company officer with 2 or more years of continuous service
- Clerk of a court, Judge of a court, Justice of the Peace or a Magistrate in Australia or overseas
- Marriage celebrant registered under Subdivision C of Division 1 of Part IV of the Marriage Act 1961
- Member of Chartered Secretaries Australia or a Fellow of the National Tax Accountants’ Association
- Member of the Institute of Chartered Accountants in Australia, the Australian Society of Certified Practising Accountants or the National Institute of Accountants