Tools & Resources

Provide your nominated bank account details to set up a direct debit for your Investment Bond
Withdraw funds from your Bond
Switch your investment to a different bond option
Update your contact details
Transfer the ownership your Investment Bond
Make a binding beneficiary nomination
Where Probate/ Letters of administration have been granted in an Australian Territory or State other than where the securities are registed.
Nominate to receive all unitholder communication electronically
Record your Tax Residency in accordance with the Foreign Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS).