Account Application
Important
You should read the relevant fund's Product Disclosure Statement (PDS) and Additional Information Booklet before completing this Application Form.
If you are an existing investor, you are not required to open a new investment account to invest in a new fund. To add a new fund to your existing account, please refer to the latest PDS and submit an Additional Investment Form.
References to a fund PDS in this Application Form refer to the PDS of the relevant Fund, including any information incorporated by reference in that PDS in accordance with the Corporations Act (as contained within the Additional Information Booklet).
Thank you for choosing to open an account with us.
Let us know what type of account you would like to open.
Account type
Select your account type *
Individual
A natural person.
Joint
Two or more individuals.
Sole Trader
An individual operating a business and registered as a sole trader, where the individual is the sole owner that controls and manages the business.
Company
A company registered as an Australian proprietary company, an Australian public company, or a foreign company.
Trust or Superannuation Fund
A trust with individual trustees or a company trustee as laid out in the trust deed. Types of trusts include self-managed superannuation funds, family or discretionary trusts, registered trusts (such as managed investment schemes or government superannuation funds), charitable trusts, or any other trust.
Trustee type *
Individual Trustee(s)
A trust where one or more individuals are trustees of the trust.
Corporate Trustee
A trust where a company is the trustee of the trust.
Submit your application *
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