HOW To INVEST
HOW TO INVEST
Follow the below steps to open an account in our retail strategies.
STEP 1: Complete Application Online
Follow the prompts to complete your application online.
STEP 2: Transfer Funds
Your account is now ready to be funded and can be done so with one of the methods below. 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.
Smarter Money Fund
BPAY
Biller Code: 228 049
Reference: 9 digit payment reference number
EFT
Bank: National Australia Bank
BSB: 082 401
Account No: 122 703 863
Account Name: Smarter Money Fund
Reference: Portfolio Number
Coolabah Short Term Income Fund
(previously known as the Smarter Money Higher Income Fund)
BPAY
Biller Code: 239 160
Reference: 9 digit payment reference number
EFT
Bank: National Australia Bank
BSB: 082 401
Account No: 841 566 906
Account Name: Coolabah Short Term Income Fund
Reference: Portfolio Number
Coolabah Floating-Rate High Yield Fund (Managed Fund)
BPAY
Biller Code: 407 320
Reference: 9 digit payment reference number
EFT
Bank: National Australia Bank
BSB: 082 401
Account No: 315 665 314
Account Name: Coolabah Floating-Rate High Yield Fund
Reference: Portfolio Number
Smarter Money Long-Short Credit Fund
BPAY
Biller Code: 313 718
Reference: 9 digit payment reference number
EFT
Bank: National Australia Bank
BSB: 082 401
Account No: 303 151 746
Account Name: Smarter Money Long-Short Credit
Reference: Portfolio Number
Coolabah Long-Short Opportunities Fund
BPAY
Biller Code: 385 096
Reference: 9 digit payment reference number
EFT
Bank: National Australia Bank
BSB: 082 401
Account No: 316 491 969
Account Name: Coolabah Long-Short Opportunities Fund
Reference: Portfolio Number
Coolabah Active Sovereign Bond Fund - Zero Duration Class
BPAY
Biller Code: 427 070
Reference: 9 digit payment reference number
EFT
Bank: National Australia Bank
BSB: 082 401
Account No: 935 582 659
Account Name: Coolabah Active Sovereign Bond Fund – Zero Duration Class
Reference: Portfolio Number
Coolabah Active Sovereign Bond Fund - Long Duration Class
BPAY
Biller Code: 426 981
Reference: 9 digit payment reference number
EFT
Bank: National Australia Bank
BSB: 082 401
Account No: 935 853 033
Account Name: Coolabah Active Sovereign Bond Fund – Long Duration Class
Reference: Portfolio Number
Coolabah Active Composite Bond Fund (Hedge Fund)
BPAY
Biller Code: 355 172
Reference: 9 digit payment reference number
EFT
Bank: National Australia Bank
BSB: 082 401
Account No: 313 815 796
Account Name: Coolabah Active Composite Bond Fund
Reference: Portfolio Number
Coolabah Active Global Bond Fund
BPAY
Biller Code: 452 813
Reference: 9 digit payment reference number
EFT
Bank: National Australia Bank
BSB: 082 401
Account No: 876 121 149
Account Name: Coolabah Active Global Bond Fund
Reference: Portfolio Number
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
All additional applications/investments are completely paperless. Simply use the initial transfer details and the funds will be automatically applied to your account once received by the registry. Remember to quote your payment reference number.
You will receive formal notification by email once your funds have been unitised. This can take 3 business days.
