Articles on: Getting Started

How do I open a Trust / Self Managed Super Fund (SMSF) account?

Setting up your SMSF or Trust account with Coinstash is simple and takes only minutes!

Create Your Account

Go to the Coinstash Account Creation page or download the app on Apple or Android and select SMSF **or ** Trust depending on the account you wish to create

Enter your preferred email address and set a strong password.

Click Create Account.

Enter the verification code sent to your email inbox to confirm your account.

Verify Your Mobile Number

Verify Your SMSF

Click Verify SMSF from your account dashboard.

Complete the SMSF verification form and provide as many details as possible about your fund.

Upload a certified and signed copy of your full SMSF Trust Deed.

If you don't already have a copy of your certified trust deed, you can request a copy from your accountant that established the SMSF. Or alternatively, you can get a JP to certify the document for free.If you have multiple documents, or file is too large to upload, please send to [email protected]

💡 Tip: If you need assistance, you can book a call with our SMSF onboarding team.

Enable 2FA (Recommended)

To enhance your account security, we strongly recommend enabling Two-Factor Authentication (2FA) before making deposits or trades.

Follow our step-by-step guide here:

👉 How to Enable 2FA on Coinstash

✅ What Happens Next

Our team will review your application within 1 business day.
Most SMSF accounts are opened on the same day.
All members and trustees will receive ID verification links via email and SMS.
Our onboarding team will contact you if any additional information is required.

Need Help?

If you have questions or run into any issues, please reach out to our SMSF onboarding team at [email protected] or book a call for personalised assistance.

Updated on: 22/01/2026

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