Witness e-signing SMSF and Trust documents

Question

How can the witness(es) of SMSF and Trust documents e-sign the relevant document?

Answer

Note: e-signing for SMSF documents is only available if the jurisdiction is QLD

Note: The signatory and the witness(es) should both be present at the time of signing, as there will be no separate e-signature link provided to the witness.

 

When sending the documents for signing, the signatory will receive an email with the e-signing link.

Once the signatory has signed the document, the system will instruct to pass the controls over to the witness(es) for signing.

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The witness can now enter their name in the box and start signing by clicking on the "Sign documents" button.

 

 

 

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