Investment Funds Administration Forms
| Additional Application Form (PDF 49kB) | Please use this form if you are an existing investor in one of the funds and wish to make a new or additional investment. |
| Transfer Form (PDF 42kB) | Use this form if you are an existing investor and wish to transfer units to another investor. |
| Switch Request (PDF 44kB) | Use this form if you are an existing investor and wish to switch your investment. |
| TFN Notification Form (PDF 37kB) | Use this form if you are an existing investor and wish to update your Tax File Number, Australian Business Number or advise reason for exemption. |
| Redmption Request Form (PDF 42kB) | Please use this form if you are an existing investor in one of the funds and wish to make a redemption. |
| Appoint or change a financial adviser (PDF 42kB) | Use this form if you are an existing investor and wish to appoint or change your fi nancial adviser. |
| Change of annual report option (PDF 42kB) | Use this form if you are an existing investor and wish to change your annual report option. |
| Change of bank account details (PDF 42kB) | Use this form if you are an existing investor and wish to change your bank account details. |
| Change of distribution preference (PDF 42kB) | Use this form if you are an existing investor and wish to change your distribution preference. |
| Change of name form (PDF 42kB) | Use this form if you are an existing investor and wish to correct your name. |
| Identification form - Australian and Foreign companies (PDF 42kB) | Please complete this form if you are a company investing with us for the first time or if you are a financial adviser verifying your client. |
| Identification form - Individuals (PDF 42kB) | Please complete this form if you are a new investor with us or if you are a financial adviser verifying your client who is a new investor. |
| Identification form - Trusts and Trustees (PDF 42kB) | Please complete this form if you are a new investor with us or if you are a financial adviser verifying your client who is a new investor. |
If you have any further queries please call 1800 067 732 between 8.30am and 5.30pm Brisbane time, Monday to Friday.