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        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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        Step by Step Guide to Manage Your Investment Through Our Unit Registry

        After you’ve made an investment with State Street Global Advisors’ SPDR ETFs, it’s important you provide additional details to Link Market Services (Link). Link is the unit registry for all Australian SPDR ETF holdings. By logging into their Investor Centre you can update your personal details and set your communication preferences.

        It’s fast and easy to do, and there are no costs involved to set up and use your Link account.

        Below is a quick guide on how to access the Investor Center online.

        How to Update Your Information

        • Login to Link’s Investor Centre at linkmarketservices.com.au
        • Enter your email address and password in Portfolio Login.
        • If you do not have a Portfolio Login, please setup a portfolio by selecting Register Now and follow the prompts. Setting up a Portfolio Login allows you to easily manage your holdings across issuers who use Link as their registrar.

        How to Register for a Portfolio

        •  Enter the Issuer name or code. That’s “State Street Global Advisors” or “SPDR” for all Australian SPDR ETFs or “SPY” for the SPDR S&P 500 ETF Trust.
        •  You will need your Holder Identification Number (HIN) or Security holder Reference Number (SRN).

        A HIN is a unique number that is issued to you by the ASX when you become a client of a broker. You can find your HIN on your contract note, welcome, letter, holding statement and other shareholder communications. You should always ensure this information is kept in a safe place.

        A HIN usually starts with the letter ‘X’, ‘I’ or ‘C’ and followed by a series of numbers, e.g. X0001234567.

        • Enter the postcode of your address used with your online broker or issuer sponsored account. If your registered address is overseas, select Outside Australia.
        What You Need to Do

        Now that you are logged on, below are some items we need.

        1
        Email Address

        We are committed to providing you with important communications regarding your investment. To ensure these are provided in a timely and efficient manner we would appreciate you providing your email address. With our dedication to environmental, social and governance (ESG) considerations, we are pleased to offer all your investor communications electronically.

        You can do this by selecting Communications, click on Preferences and select ALL communications electronically.

        2
        Bank Account Details

        Cash payments will only be paid directly into your nominated bank account (if valid). Select Payments & Tax, click on Payment Instructions.

        If you wish to receive your payments in a foreign currency, simply select Foreign Currency Payment under the Payment Instructions menu subject to certain terms and conditions.

        You may wish to participate in the Distribution Reinvestment Plan (DRP), simply select Reinvestment Plans under the Payments & Tax menu (if DRP is applicable). If bank account details are not provided, your distribution will automatically be reinvested into additional units, other than for SLF and SPY, which do not offer DRPs.

        Note: if you do not provide bank account details, you will automatically be enrolled in the DRP. (The DRP is not available to US investors.)

        3
        TFN, TFN Exemption or ABN

        To update your Tax File Number (TFN), TFN exemption code or Australian Business Number (ABN) select Payments & Tax, click on Tax Details.

        Note: if you do not provide your TFN, you may be subject to withholding taxes being deducted from your payments.

        4
        Foreign Account Tax Compliance Act (FATCA) & Common Reporting Standard (CRS)

        All investors are required to self-certify under the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) rules whether they are a foreign or Australian resident for tax purposes.

        To update your FATCA/CRS details, select Payments & Tax, click on FATCA/CRS. Check if you have already self-certified this holding. If not, complete the online form and submit.

        Note: if you do not complete the self-certification, we are required to report information about you to the Australian Taxation Office (ATO).

        Questions?

        We Are Here to Help

        If you have any questions regarding this or your SPDR ETF investments in general, please contact Link on 1300 665 385 or email SPDR@linkmarketservices.com.au.

        Issued by State Street Global Advisors, Australia Services Limited (AFSL Number 274900, ABN 16 108 671 441) ("SSGA, ASL"). Registered office: Level 14, 420 George Street, Sydney, NSW 2000, Australia · Telephone: 612 9240-7600 · Web: www.ssga.com/au.

         

        SSGA, ASL is the issuer of interests and the Responsible Entity for the ETFs which are Australian registered managed investment schemes quoted on the AQUA market of the ASX or listed on the ASX. SSGA, ASL is the AQUA Product Issuer for the CHESS Depositary Interests (or "CDIs") created over Interests in SPY which were first quoted on the AQUA market of the ASX on 13 Oct 2014.  State Street Global Advisors Trust Company (ARBN 619 273 817) is the trustee of, and the issuer of interests in, the SPDR® S&P 500® ETF Trust, an ETF registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940 and principally listed and traded on NYSE Arca, Inc. under the symbol "SPY". This material is general information only and does not take into account your individual objectives, financial situation or needs and you should consider whether it is appropriate for you. You should seek professional advice and consider the product disclosure statement available at www.ssga.com/au, before deciding whether to acquire or continue to hold units in an ETF. The Target Market Determination is also available at ssga.com/au. This material should not be considered a solicitation to buy or sell a security. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF's net asset value. ETFs typically invest by sampling an index, holding a range of securities that, in the aggregate, approximates the full index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index. Investing involves risk including the risk of loss of principal. Diversification does not ensure a profit or guarantee against loss. SPDR®, Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC, Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC, ASX® is a registered trademark of the ASX Operations Pty Ltd, these trademarks have been licensed for use by S&P Dow Jones Indices LLC and sub-licensed for use to State Street Global Advisors, ASL. MSCI indexes are the exclusive property of MSCI Inc.(“MSCI”). MSCI and the MSCI index names are service mark(s) of MSCI or its affiliates and have been licensed for use for certain purposes by State Street. SPDR products are not sponsored, endorsed, sold or promoted by any of these entities and none of these entities bear any liability with respect to the ETFs or make any representation, warranty or condition regarding the advisability of buying, selling or holding units in the ETFs issued by State Street Global Advisors, ASL. The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA, ASL’s express written consent.  

        © [[]] %%State Street Corporation%%. All rights reserved.