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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.
Step by Step Guide
If investing in our funds directly you need to complete the following steps:
Read the relevant fund Product Disclosure Statement, Information Booklet, Target Market Determination and the Financial Services Guide available on our Fund Documents webpage.
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.
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 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
Index / Enhanced Funds
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