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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

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.

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