Help Centre

Frequently asked questions and other supporting information

Investing with Us

Top Ups and Ongoing Contribution Forms

Automating your savings by adding regular contributions to your account , is a great way to consistently grow your investment over time, and smooth out the volatility of markets over time.

If you are interested in setting up a Regular Contribution Plan or investing more in your Professionally Managed Account , please complete the relevant form below, sign and email it back to us at .

If you have any questions or would like to discuss this further, please feel free to call us on 1300 880 160.


Contributions via Direct Debit

One Off DD Cash Contribution Use this form to make a One Off Direct Debit Contribution Download this form
One Off DD Cash Contribution with Model Selection Use this form to make a One Off Direct Debit Contribution into a particular Model (minimum $5,000) Download this form
Regular Contribution Plan Request Use this form to establish or amend a Regular Contribution Plan (minimum $100 per month) Download this form

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