Our Download Centre now has a range of ongoing disclosures, forms and other material all located in the one place. Material is updated regularly.

Investors

Disclosure Documents

2016_PDS_Web_Version.pdf  (includes the Application Form)

 

Forms

2017 Banking Authority Form

2017 Further Investment Form

2017 Investment Switching Form

2017 Withdrawal Application Form

2017 Contact Details Update Form

 

Identity Forms

2017 Identification Form – Individual

2017 Identification Form – Company

2017 Identification Form – Trustee

2017 Identification Form – Association

 

Brochures

Self Managed Super Fund Brochure
Internal Dispute Resolution


Borrowers

Loan Application Form
2013 Fees and Charges Schedule
2013 New Loan Fees and Charges