Resources

How to Invest

Separately Managed Accounts: Please contact your local Sales Representative

Managed Funds: Our funds are available either directly, in which case units in the Fund are issued to you, or indirectly through a Platform. Indirect investors should complete the application forms provided by the Platform operator.

New investors should follow the Step by Step Guide below.

Existing investors making an additional application should complete the Additional Investment Form for our active¹ or indexed/enhanced² funds, available on our fund pages or under the Quick Links section below.

Quick Links

Step by Step Guide

If investing in our funds directly you need to complete the following steps:

Read Offering Documents and Application Form

Read the relevant fund Product Disclosure Statement (PDS), Information Booklet, Financial Services Guide (FSG) and Initial Application Form available on our Fund Documents webpage.

View Fund Documents

Complete the Application Form

If you are a new investor, complete and sign the Initial Application Form and the required Client Identification Form(s) for anti-money laundering purposes which can be downloaded from our Client Identification Form page.

The Initial Application Form instructs you which form(s) to complete*. As a new investor, you will need to provide certified copies of identification documents with your application. Refer to Certification of Documents page for guidance on how to have documents certified and the list of eligible certifiers.

View Client Identification Forms

Finance Your Application

Send us your cheque or transfer your application monies into SSGA’s applications account. Please note that the minimum investment amount for our retail funds is $25,000 and the minimum additional investment amount is $10,000. If you are investing in one of the active funds you can also pay by BPAY®. To do this select this payment method at section 11 of the Initial Application Form to request a Client Reference Number (‘CRN’). Once we provide you with your CRN please transfer your funds to enable us to issue you with units in the fund. You will need to quote the relevant fund’s BPAY® biller code (as listed in section 11 of the application form) and your CRN.

®Registered to BPAY Pty Ltd ABN 69 079 137 518

Post your Documents

Post your completed original Initial Application Form, Customer Identification Form and any certified documents to the below address, along with your cheque (unless you are making an electronic transfer payment) to:

State Street Unit Registry

c/o OneVue

GPO Box 804

Melbourne VIC 3001

Australia

*We may also require further information from you from time to time to comply with our obligations under the Anti-Money Laundering and Counter Terrorism Financing Act 2006 (AML/CTF Act) (including information about a holder of units in a fund, any beneficial interest in the securities, or the source of funds used to invest).

More Information

Questions?

We're here to help, contact us on 1300 382 689

Quick Links

Active Managed Funds

Initial Application Form

PDF

Additional Investment Form

PDF

Index / Enhanced Funds

Initial Application Form

PDF

Additional Investment Form

PDF

Related Items

Customer Identification Form

Certification Process

Footnotes

¹ State Street Australian Equity Fund, State Street Floating Rate Fund, State Street Global Equity Fund and State Street Multi-Asset Builder Fund.
² State Street Australian Cash Trust, State Street Australian Equities Index Trust, State Street Australian Fixed Income Index Trust, State Street Climate ESG International Equity Fund, State Street Australian Listed Property Index Trust, State Street Global Fixed Income Index Trust, State Street Global Index Plus (Hedged) Trust, State Street Global Index Plus Trust, State Street International Equities Index (Hedged) Trust, State Street International Equities Index Trust and State Street Passive Balanced Trust

Questions? Feel free to

Twitter LinkedIn YouTube SPDR Blog

This website is intended for persons resident in Australia. State Street Global Advisors, Australia Services Limited ABN 16 108 671 441, AFSL Number 274900 ("SSGA, ASL") is the product issuer. State Street Global Advisors, Australia, Limited (AFSL Number 238276, ABN 42 003 914 225) (“SSGA Australia”) is the Investment Manager. The material on this website is general information only and does not take into account your individual objectives, financial situation or needs. You should read and consider the Product Disclosure Statement (PDS) for the relevant product carefully before making an investment decision and consult your financial adviser. You can access our PDS online or by calling us. The offer made in our PDS is available to persons receiving the PDS within Australia and applications from outside Australia will not be accepted. Past performance is not a reliable indicator of future performance. Investing entails risks and there can be no assurance that State Street Global Advisors will achieve profits or avoid incurring losses.

Investing involves risk including the risk of loss of principal. This material should not be considered a solicitation to apply for interests in the Funds and investors should obtain independent financial and other professional advice before making investment decisions. There is no representation or warranty as to the currency or accuracy of, nor liability for, decisions based on such information. Performance quoted represents past performance, which is not a reliable indicator of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted.

Images of NYSE Group, Inc. are used with permission of NYSE Group, Inc. Neither NYSE Group, Inc. nor its affiliated companies sponsor, approve of or endorse the contents of this program. Neither NYSE Group, Inc. nor its affiliated companies recommend or make any representation as to possible benefits from any securities or investments.