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General

Apply via InCapital Financial Advisers today for an account with OpenMarkets!

To open an account, simply download and complete one of our Account Application Forms, sign and return to us along with any supporting documentation.

Key account features:

  • Your account will be CHESS Sponsored by us (all holdings attached to one HIN)
  • You will need to open an account with Macquarie or DDH Graham, if you don't have an existing account with one of our approved providers, the account forms are attached
  • You will need to provide a certified copy of your driver's licence with your application forms
  • Choose from two trading platforms – Pulse or WebTrader
  • Trade Equities (stocks, ETFs and Warrants) and/or apply to trade Options

Account Application Forms

Please choose one from the forms below:

Individual/Joint For accounts in the names of 1-3 individuals or a Sole Trader. Download
Company For private or public company accounts, including business, partnership and incorporated associations. Download
Trust/Super/Minor For regulated and unregulated trust accounts, including super funds. Also use this form if you are applying on behalf of a minor (under age 18). Download

CMA Account Application Forms

Please complete both forms shown below:

DDH Graham Application Form Download
DDH Graham Terms and Conditions Download
DDH Graham Third Party Full Access Authority Download

Your completed & signed Account Application Form and both of the CMA Account Applications Forms, along with your certified photo identification (Driver Licence or Passport) can be posted to or dropped off at:

Reply Paid
PO Box 5667
Cairns QLD 4870

OR

InCapital Financial Advisers
55 Spence Street
Cairns QLD 4870

Agreements & Disclosures

Client Agreement (Trading T&Cs) View Here
Financial Services Guide (FSG) View Here
Best Execution Policy View Here
Privacy Policy View Here
Options Product Disclosure Statement View Here

One-Off Sales

Just need to sell some shares? We offer fast and easy sell-only service. Just download and complete the below form to sell a listed security that is Issuer Sponsored in an individual or joint name, at min. $50 or 0.25% per sale.

One-Off Sale Form Download

 

 

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Independent Capital Advisers

Address:

PO Box 5667
Cairns QLD 4870
Australia

E-mail:

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Telephone:

+61 7 4031 4575

Fax:

+61 7 4034 5016

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FAQs

WARNING: As we have not considered your financial situation, needs or all of your objectives please consider the below statement as general advice and that the material is provided as background information only. Any personal references are generic and before acting on any general advice, you must consider the appropriateness of the advice in light of your personal circumstances.

 

Q: I am putting aside money for my child every pay.  What is the best way to ensure this money grows?

A: Click here to view answer 

 

Q: My wife and I are earning $13,500 per month after tax. We are both full time engineers and have no kids. We are early in our 40s. We have a mortgage of $325,000 in an owner occupied home and $350,000 in an investment home, nearly at completion stage (duplex). At the moment, rent is expected to be $400 per week. I have savings worth $50,000 in bank and close to $100,000 in both our Super. I don't have any debt. My credit card limit is $12,000 and $5,000 and I have no outstanding balance, month to month to pay. My question with this situation is whether we can afford another investment?

A: Click here to view answer

 

Q: I am over 65 years old and have just taken a lump sum from my self managed super fund which is in pension phase. In previous years I made non-concessional contributions that in total comprised about 20% of the value of my fund when I took the lump sum. Do I have to pay tax on part of my lump sum?

A: Click here to view answer