Before You Start

What are the steps?

We've made it very quick and easy to apply for your Business TD Direct account. Just follow these steps:

1 - Welcome

Read and accept our Product Disclosure Statement.

2 - Term Deposit Quote

Provide details about the Term Deposit - we will provide you with a quoted rate, and decide what will happen to your investment at the end of the term deposit.

3 - Business Details

Provide information about your business.

4 - Linked Account

Provide details of the account to which your Business TD Direct will be linked.

5 - Authorised Signatories

Displays the confirmed Authorised Signatories for your Business TD Direct.

6 - Confirmation

Confirm that we have everything we need. Then either print, sign and post your application to us, or ask us to send you an electronic copy for you to sign and return.

7 - Application Completed

How long will it take?

Completing the online application can take as little as 15 minutes.

After sending us your completed application form we will open your account.

Please note our online application process includes a 35 minute time out session for additional security. If you leave your application open for 35 minutes without entering any details it will time out and you will need to start again.

What Information will I need to know to apply?

You will need the following:

• Your business ABN if one is held.
• Your business Tax File Number (TFN). If you cannot provide this (and you are not exempt) we will have to deduct withholding tax from your new account.
• The BSB, name and number of the bank account to which you want to link your Business TD Direct. Your linked account must be held at an Australian Bank, and be in the same name as the account you are about to open.
• The first page of a recent bank statement from that account - issued less than 6 months ago.
• If your application includes a trustee or superannuation fund entity we will require you to provide us with an original certified copy of your trust/superannuation deeds.
• If your application is for an Association/Club or Society you will be required to provide us with a certified copy or certified extract of the constitution or the rules of the association or the minutes of the meeting.
• An email address so we can confirm that your application has been received.
• A printer so you can print your completed application form to sign and send it to us.

What happens next?

We will ask you to provide details to enable us to quote an interest rate for your specified term deposit amount and term.