HOW To INVEST

Follow the below steps to open an account in our public Australian strategies.

STEP 1: Complete Application

Follow the prompts to complete your application online or contact us for a copy of the paper application form.

STEP 2: Transfer Funds

Once the application has been completed you will be issued with instructions on how to fund your account.

If you make the payment by Electronic Funds Transfer (ETF), remember to quote your unique reference number as the payment reference.

Alternatively, you can complete this direct debit form, giving us once-off authority to withdraw the funds from your account.

Please note all transfers must be a minimum of $1,000.

STEP 3: Investment Confirmation

Due to the nature of a managed fund, it takes 3 business days from receipt of your initial investment for our registry, Apex Fund Services, to unitise your funds and provide access to a secure investor portal.

For further information you can speak to our Fund Administration Team on 1300 133 451 from Monday to Friday, between 9am and 6pm AEST.

Additional Investments

Additional applications/investments can be made using the payment details provided in the initial application.

If you make the payment by Electronic Funds Transfer (ETF), you will need to complete an additional application form and send a scanned copy to registry@apexgroup.com. Remember to quote your unique reference number as the payment reference.

If you make payment via BPay, you are not required to submit an accompanying instruction.

You will receive formal notification by email once your funds have been unitised. This can take 3 business days.

Fund	Biller Code
Smarter Money Fund	228 049
Coolabah Short Term Income Fund	239 160
Coolabah Floating-Rate High Yield Fund	407 320
Coolabah Global Floating-Rate High Yield Fund	463 935
Coolabah Global Carbon Leaders Fund	476 606
Smarter Money Long-Short Credit Fund	313 718
Coolabah Long-Short Opportunities Fund	385 096
Coolabah Active Composite Bond Complex ETF	355 172
Coolabah Active Global Bond Fund	452 813
Coolabah Active Sovereign Bond Fund - Zero Duration Class	427 070
Coolabah Active Sovereign Bond Fund - Long Duration Class	426 981

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