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How do I switch investment options?

Switch your investment options online by logging onto our secure members section. You will need a web password to do this. Alternatively, send us your completed Change Investment Fom 38 available from Member Forms. Upon receipt of your request, we aim to effect your switch within two business days.
 
Important!
  • There is no fee for switching investment options. However a buy/sell spread may apply. What is a buy/sell spread?

  • You will only be able to switch investment options when your account balance reaches $2000.

  • If you want to spread your investments across more than one option, you must maintain a minimum balance of $2,000 in each chosen option. (This applies to Premixed and Single Sector options).

  • You should seek professional advice and consult your relevant Product Disclosure Statement before making any investment decision.
 
More options:
 
 
Don't have your web password, or want us to send you a form?
Call us on (03) 9911 3222 (regional callers 1300 300 820) and we'll sort it out for you.