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The fastest way to update and manage your holding is to register now for Online Services.

Forms

Please refer to the Investor Centre to view and update your holdings online.

Holding Management

Retail Investors

Name Correction
Off Market Transfer Form
Merge Multiple Holdings
Appointment of Corporate Representation
Minor(s) Statement and Indemnity
Letter of Authority
Request for Additional Information

Institutional Investors

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

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