Trust account digital application
complete
K
Kurt Walkom
Ability to digitally open a trust account.
We don't currently have the ability to digitally open SMSF & Trust accounts due to their more complicated KYC requirements, but we are working on a manual (paper-based) workaround in the meantime.
If you'd like to be first in line to open an account once we get our manual workaround up and running, please fill in this form: https://airtable.com/shrIAn6ZsdvKShBwq
Hayden Smith
complete
Trust accounts can be opened digitally. You can open a trust account alongside your other accounts via https://pearler.com/onboarding.
M
Marc
Hayden Smith: I have tried several times. I have my SMSF deed and tax return yet I don't have the information to fill out all of the fields - the reference to Trusts seems confusing when it is for a SMSF. The main sticking point though is it says my TFN is wrong when i have typed it directly from my Tax return! Maybe I don't understand the terminology. The help is insufficient considering how difficult it has been to complete the form to register my SMSF. However the only field I cant work around is the TFN - it just keeps telling me it is an invalid TFN. I am at an impasse.
Carmen
Marc: Hi Marc, please contact us at help@pearler.com and our team will be able to assist you!
K
Kurt Walkom
planned
Hi everyone, just letting you know that digital Trust applications are expected in Q2, but we're working on a manual workaround in the meantime.
If you'd like to be first in line to open an account once we get the workaround up and running, please fill in this form: https://airtable.com/shrIAn6ZsdvKShBwq
Thanks! 😊
K
Kurt Walkom
Sorry, link was broken, have updated above & here's the updated the link: https://airtable.com/shrIAn6ZsdvKShBwq
W
W P
Kurt Walkom: +
If i complete that form, will it be actioned now? Or are you still waiting to get the manual workaround happening?
Also do I need an actual "standard" pearler account first, before I complete this form to "transfer" it across to a trust type account?