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Forms

Change Details

Change of Address
Name Correction
Tax File or Australian Business Number Notification
Cancel Reinvestment Plan
Request for Direct Credit of Payments
Off Market Transfer Form

Estate Administration

Deceased Estate Supporting Documentation for Individual and Joint Holdings
Estate Administration Service
Deceased Estate Securities Administration Questionnaire - Individual Holding
Deceased Estate Securities Administration Questionnaire - Joint Holding
Request for Transmission (Surviving Joint Holder)
Transmission Application
Deceased Estate Transfer Form
Section 1071B Statement
Small Estates Statement and Indemnity
Statutory Declaration and Indemnity Next of Kin
Statutory Declaration Name Correction for Estate
AML/CTF Investor Identification Information Form for Deceased Estates
Request for Additional Estate Holding Information

General

Merge Multiple Holdings
Appointment of Corporate Representation
Minor(s) Statement and Indemnity
Letter of Authority
AML/CTF Investor Identification Information Form for Individuals and Companies
AML/CTF Investor Identification Information Form for all Other Investors
NSW Treasury Corporation AML/CTF Investor Identification Information Form
SA Govt Financing Authority (SAFA) AML/CTF Investor Identification Information Form
Request for Additional Information

Managed Funds (Unlisted Products)

MFO Change of Adviser for unlisted products
MFO Change of Details for unlisted products
MFO Deceased Estate JOINT Requirements
MFO Deceased Estate INDIVIDUAL Requirements
MFO Request for Transmission (Surviving Joint Holder) for unlisted products
Section 1071(B) Statement
Small Estates Statement and Indemnity
MFO Standard Transfer Form for unlisted products
Statutory Declaration Name Correction for Estate
Statutory Declaration of Indemnity Next of Kin
MFO Transmission Application for unlisted products
MFO Update Payment Instructions (incl TFN) for unlisted products

Money Solutions

Helping Australians gain more financial independence. Financial planning and education services

General Investor Enquiries

Phone:

+61 1300 554 474

Fax:

+61 2 9287 0303 or
+61 2 9287 0309 (proxy voting)

Email:

registrars@

Investor Help Videos

Postal Address:
Locked Bag A14, Sydney South NSW 1235

To locate the contact
details for a specific
issuer please click here