Apply for a new account
Important
This Application Form accompanies the relevant Information Memorandums (IM) available on our website, or by request.
It is important that you read the IM in full and the acknowledgements contained in this Application Form before applying for Units.
Thank you for choosing to invest with us. This online application will take 10 to 20 minutes of your time.
To complete this application, you will need:
A valid email address and mobile phone number
Bank account details in the name of the registered account holder
Drivers licence, passport or Medicare card details for the applicant(s)
Accountant's Certificate to confirm the applicant is a wholesale investor
Once you select
Next
(below) to proceed with this application, you are agreeing to our Terms and Conditions.
If you
are an existing investor and would
like to make an additional investment into your existing fund
OR
make an investment into a new fund, please complete the Additional Application Form by clicking
here
.
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.
Association
An association registered as an incorporated association under a relevant state or territory law, or an unincorporated association.
Government Body
A government, agency or authority of the Commonwealth of Australia, a state or territory of Australia, or a local government body established by or under such law, or a foreign government.
Partnership
A partnership between two or more individuals who distribute income or losses.
Registered Co-operative
A business organisation that is owned and controlled by its members.
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.
Company Custodian
A company custodian investing on behalf of an underlying trust (such as a managed investment scheme, government superannuation fund, investor-directed portfolio service (IDPS), IDPS-like scheme, master trust, wrap account, managed discretionary account (MDA) service or other type of trust). The custodian is authorised to provide custodial or depository services under the Corporations Act.
Submit your application *
Online
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