{"id":1261,"date":"2020-01-21T16:31:24","date_gmt":"2020-01-21T06:31:24","guid":{"rendered":"https:\/\/stag.coolabahcapital.com\/?page_id=1261"},"modified":"2026-07-22T17:37:10","modified_gmt":"2026-07-22T07:37:10","slug":"how-to-invest","status":"publish","type":"page","link":"https:\/\/coolabahcapital.com\/en-au\/how-to-invest\/","title":{"rendered":"How To Invest"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1261\" class=\"elementor elementor-1261\" data-elementor-post-type=\"page\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-2fe23698 e-flex e-con-boxed e-con e-parent\" data-id=\"2fe23698\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-b7ea529 e-con-full e-flex e-con e-child\" data-id=\"b7ea529\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-401f7b2 elementor-icon-list--layout-inline bc-li elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"401f7b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-inline-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"\/en-au\/\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Home<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"\/en-au\/how-to-invest\/\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2f9fc02 elementor-widget elementor-widget-spacer\" data-id=\"2f9fc02\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-689749d3 elementor-widget elementor-widget-heading\" data-id=\"689749d3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">HOW To INVEST<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-583a0c6f elementor-widget elementor-widget-heading\" data-id=\"583a0c6f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Follow the below steps to open an account in our public Australian strategies.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-676a5631 e-flex e-con-boxed e-con e-parent\" data-id=\"676a5631\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-628b2f92 elementor-widget elementor-widget-heading\" data-id=\"628b2f92\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">STEP 1:  Complete Application<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-51a3b508 elementor-widget elementor-widget-text-editor\" data-id=\"51a3b508\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Follow the prompts to complete your application online or contact us for a copy of the paper application form.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f2d72de elementor-align-left elementor-widget elementor-widget-button\" data-id=\"f2d72de\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/managedfunds.connexian.com.au\/251d55fd709abae60515f82e1183f316\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">INVEST ONLINE<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-e328e7e e-flex e-con-boxed e-con e-parent\" data-id=\"e328e7e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9f61525 elementor-widget elementor-widget-heading\" data-id=\"9f61525\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">STEP 2:  Transfer Funds<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ca04fc6 elementor-widget elementor-widget-text-editor\" data-id=\"ca04fc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e674414 elementor-widget elementor-widget-text-editor\" data-id=\"e674414\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\"><div class=\"elementor-widget-container\"><p>Once the application has been completed you will be issued with instructions on how to fund your account.<\/p><p>If you make the payment by Electronic Funds Transfer (ETF), remember to quote your unique reference number as the payment reference.<\/p><p>Alternatively, you can complete this\u00a0<a href=\"https:\/\/coolabahcapital.com\/direct-debit-authority\/\">direct debit<\/a>\u00a0form, giving us once-off authority to withdraw the funds from your account.<\/p><\/div><\/div><div class=\"elementor-element elementor-element-d2db6c0 elementor-widget elementor-widget-text-editor\" data-id=\"d2db6c0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\"><div class=\"elementor-widget-container\"><p><strong>Please note all transfers must be a minimum of $1,000.<\/strong><\/p><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-6ac6d7f e-flex e-con-boxed e-con e-parent\" data-id=\"6ac6d7f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a9a23b2 elementor-widget elementor-widget-heading\" data-id=\"a9a23b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">STEP 3:  Investment Confirmation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b70192d elementor-widget elementor-widget-text-editor\" data-id=\"b70192d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Due to the nature of a managed fund, it takes\u00a0<strong>3 business days<\/strong>\u00a0from\u00a0<strong>receipt of your initial investment<\/strong>\u00a0for our registry, Apex Fund Services, to unitise your funds and provide access to a secure investor portal.<\/p><p>For further information you can speak to our\u00a0<strong>Fund Administration Team<\/strong>\u00a0on\u00a0<strong>1300 133 451<\/strong>\u00a0from Monday to Friday, between 9am and 6pm AEST.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-7bbec2f e-flex e-con-boxed e-con e-parent\" data-id=\"7bbec2f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-51c7564 elementor-widget elementor-widget-heading\" data-id=\"51c7564\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Additional Investments<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3d644b2 elementor-widget elementor-widget-text-editor\" data-id=\"3d644b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Additional applications\/investments can be made using the payment details provided in the initial application.<\/p><p>If you make the payment by Electronic Funds Transfer (ETF), you will need to complete an\u00a0<a href=\"https:\/\/coolabahcapital.com\/additional-application-form\/\">additional application form<\/a>\u00a0and send a scanned copy to registry@apexgroup.com. Remember to quote your unique reference number as the payment reference.<\/p><p>If you make payment via BPay, you are not required to submit an accompanying instruction.<\/p><p>You will receive formal notification by email once your funds have been unitised. This can take 3 business days.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d47a7bd elementor-widget elementor-widget-helcci_table\" data-id=\"d47a7bd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"helcci_table.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-helcci-table\" style=\"font-size: 15px\">\n\t\t\t<!--<>  <\/>-->\n\t\t\t<tbody><table style='min-width: 300px; white-space: normal; '><tr><td class='row-header' style='width:50%'>Fund<\/td><td style='width:50%'>Biller Code<\/td><\/tr><tr><td class='row-header' style='width:50%'>Smarter Money Fund<\/td><td style='width:50%'>228 049<\/td><\/tr><tr><td class='row-header' style='width:50%'>Coolabah Short Term Income Fund<\/td><td style='width:50%'>239 160<\/td><\/tr><tr><td class='row-header' style='width:50%'>Coolabah Floating-Rate High Yield Fund<\/td><td style='width:50%'>407 320<\/td><\/tr><tr><td class='row-header' style='width:50%'>Coolabah Global Floating-Rate High Yield Fund<\/td><td style='width:50%'>463 935<\/td><\/tr><tr><td class='row-header' style='width:50%'>Coolabah Global Carbon Leaders Fund<\/td><td style='width:50%'>476 606<\/td><\/tr><tr><td class='row-header' style='width:50%'>Smarter Money Long-Short Credit Fund<\/td><td style='width:50%'>313 718<\/td><\/tr><tr><td class='row-header' style='width:50%'>Coolabah Long-Short Opportunities Fund<\/td><td style='width:50%'>385 096<\/td><\/tr><tr><td class='row-header' style='width:50%'>Coolabah Active Composite Bond Complex ETF<\/td><td style='width:50%'>355 172<\/td><\/tr><tr><td class='row-header' style='width:50%'>Coolabah Active Global Bond Fund<\/td><td style='width:50%'>452 813<\/td><\/tr><tr><td class='row-header' style='width:50%'>Coolabah Active Sovereign Bond Fund - Zero Duration Class<\/td><td style='width:50%'>427 070<\/td><\/tr><tr><td class='row-header' style='width:50%'>Coolabah Active Sovereign Bond Fund - Long Duration Class<\/td><td style='width:50%'>426 981<\/td><\/tr><\/tbody><\/table>\t\t<\/div>\n\t\t<script>\n\t\t\tfunction seeMoreToggle(self) {\n\t\t\t\tvar count = 0;\n\t\t\t\tif (self.getAttribute('aria-toggle') == 'closed') {\n\t\t\t\t\tself.parentElement.querySelectorAll(\".helcci-table-seemore\").forEach(el => {\n\t\t\t\t\t\tif (count < 10) {\n\t\t\t\t\t\t\tel.classList.toggle(\"helcci-table-seemore\");\n\t\t\t\t\t\t\tel.classList.toggle(\"helcci-table-seemore-show\");\n\t\t\t\t\t\t}\n\t\t\t\t\t\tcount++;\n\t\t\t\t\t});\n\t\t\t\t\tconsole.log(self.parentElement.querySelectorAll(\".helcci-table-seemore\").length);\n\t\t\t\t\tif (self.parentElement.querySelectorAll(\".helcci-table-seemore\").length == 0) {\n\t\t\t\t\t\tself.innerHTML = \"<span class='helcci-seemore-icon'><i aria-hidden='true' class='far fa-minus-square'><\/i><\/span> See Less\";\n\t\t\t\t\t\tself.setAttribute('aria-toggle', \"open\");\n\t\t\t\t\t}\n\t\t\t\t} else if (self.getAttribute('aria-toggle') == 'open') {\n\t\t\t\t\tself.parentElement.querySelectorAll(\".helcci-table-seemore-show\").forEach(el => {\n\t\t\t\t\t\tel.classList.toggle(\"helcci-table-seemore\");\n\t\t\t\t\t\tel.classList.toggle(\"helcci-table-seemore-show\");\n\t\t\t\t\t});\n\t\t\t\t\tself.setAttribute('aria-toggle', \"closed\");\n\t\t\t\t\tself.innerHTML = \"<span class='helcci-seemore-icon'><i aria-hidden='true' class='far fa-plus-square'><\/i><\/span> See More\";\n\t\t\t\t}\n\t\t\t}\n\t\t<\/script>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Home 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. INVEST ONLINE STEP 2: Transfer Funds Once the application has been completed you will be [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","_monsterinsights_skip_tracking":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-1261","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How To Invest - AU | Coolabah Capital Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/coolabahcapital.com\/en-au\/how-to-invest\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Invest - AU | Coolabah Capital Investments\" \/>\n<meta property=\"og:description\" content=\"Home HOW To INVEST Follow the below steps to open an account in our public Australian strategies. 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