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Apply for a SMSF Cash Management and Term Deposit Accounts

How to apply

Application process

  1. Download the application form
  2. Complete and submit your application via post including certified copies of appropriate identification documents
  3. We’ll contact you regarding your approval via phone in 3 days

You’ll need information about your fund including:

  • Original or certified copy of SMSF Trust Deed;
  • Original or certified copy of Security Trust Deed;
  • Contract of sale for the Investment Property;Evidence of SMSF capacity to service the loan, including tax returns, rental estimates, regular contributions, if the property is leased then proof of lease as proof of rent, etc;
  • Independent valuation of the property which is not more than 3 months old; and
  • Evidence of legal and financial advice.

How to submit your application

Email your application to

Post your application to
Australian Unity Bank Limited
Reply Paid 1801, Melbourne VIC 3001

Chat with us

Whether it’s understanding terminology, you’re looking to apply or you have a question about your account we can help you with all your banking questions.

Speak with us today

Monday to Friday - 8.30am to 5.30pm AEST

Call 1300 790 740

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