Opening & Managing Your Account.

There are a couple of ways you can open an investment account with us.

• Online
• Offline

Below is the process to open an investment account online:

Visit our website and click Open an Account.

You’ll be taken to our secure online application form just follow the steps to complete your application.

What you’ll need:

• To be at least 18 years of age
• 5–10 minutes to complete the application
• Access to a mobile device
• Australian residency
• A valid Australian Driver’s Licence or Passport

As part of the process, you’ll be asked to verify your identity by submitting your ID through a secure digital verification service.

To open an account offline, please complete the New Investment Application Form, along with the Investor Acknowledgement Statement and Identity Verification Form.

If you are a first-time investor, your identification must be certified by one of the authorised certifiers listed on page 2 of the Identity Verification Form.

Once completed, please send the original forms to us either by post or deliver them in person.

However, if you are still confused about the entire process, don’t worry.

Call us on 1300 274 151 or email [email protected] and one of our friendly investor relations team member will be more than happy to assist you.

People with foreign passports and driver’s licences can open an investment account using the paper form (offline).

To open an account offline, please complete the New Investment Application Form, along with the Investor Acknowledgement Statement and Identity Verification Form.

If you are a first-time investor, your identification must be certified by one of the authorised certifiers listed on page 2 of the Identity Verification Form.

Once completed, please send the original forms to us either by post or deliver them in person.

Yes. If you hold a long-term visa, you can open an investment account with us.

If you have an Australian driver’s licence, you can complete the application online. (please refer to Q1)

If you do not have an Australian driver’s licence, you can still open an account by completing a paper-based application form.

To open an account offline, please complete the New Investment Application Form, along with the Investor Acknowledgement Statement and Identity Verification Form.

If you are a first-time investor, your identification must be certified by one of the authorised certifiers listed on page 2 of the Identity Verification Form.

Once completed, please send the original forms to us either by post or deliver them in person.

No. Deposits must be made electronically to a bank account in your name.

You have two ways to add funds to your 31-day notice account, depending on your account setup.

• If Telephone Transfer Service (TTS) is activated on your account:
  Simply call us and let us know how much you would like to add. Our Investor Relations team will process the investment from the bank account linked to your 31-day notice account.

• If Telephone Transfer Service (TTS) is not activated on your account:
  You’ll need to complete an Additional Investment Form and either email it to us or bring it in person. Once received, we’ll process the request for you.

You have two ways to add funds to your Fixed Term Investment, depending on your account setup.

• If Telephone Transfer Service (TTS) is activated on your account:
  Simply call us and let us know how much you would like to add. Our Investor Relations team will process the investment from the bank account linked to your investment.

• If Telephone Transfer Service (TTS) is not activated on your account:
  You’ll need to complete an Additional Investment Form and either email it to us or bring it in person. Once received, we’ll process the request for you.

Telephone Transfer Service (TTS) is a staff assisted transfer service designed to allow you to manage your investments simply and quickly over the phone.

As this is not an automatic phone service, the TTS is only available during our office hours.

You can opt for TTS service in the New Investment Application Form or by completing an Account Access / Change of Details Form.