HOW To INVEST

HOW TO INVEST

Follow the below steps to open an account in our retail offering through Smarter Money Investments.

STEP 1:  Complete Application Online

Follow the prompts to complete your application online.

STEP 2:  Complete Authorisation Form & Tax Declaration

Print, sign and return your Smarter Money Authorisation Form and Common Reporting Standard (CRS) declaration to registry@mainstreamgroup.com

Please note that due to recent regulatory changes your funds cannot be invested until this information has been received.

STEP 3:  Transfer Funds

Your Smarter Money Investments 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: 9 or 6 digit reference number

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: Smarter Money Higher Income

Reference: 9 or 6 digit reference 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: 9 or 6 digit reference number

STEP 4:  Investment Confirmation

Due to the nature of a managed fund, it takes 3 business days from receipt of your initial investment for our registry, Mainstream 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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