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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.
Step by Step Guide
If investing in our funds directly you need to complete the following steps:
Complete the required Client Identification Form(s) for anti-money laundering purposes which can be downloaded on our Forms, Notices & Policies page. The Application Form instructs you which form(s) to complete.*
If you are a new investor you will need to provide certified copies of identification documents with your Application Form. See the list of eligible certifiers on our Forms, Notices & Policies page.
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 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 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
GPO Box 804
Melbourne VIC 3001
*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).
For more information please contact Client Services on 1300 382 689.
The Importance Of Seeking Financial Advice
The key ingredient to achieving positive retirement outcomes is to seek quality financial advice. This will enable individuals to:
Plan their retirement date and whether this is achievable based on their expectations
Decide how much they will need to save based on their expected living costs in retirement
Determine their contributions and ability to make further contributions
This information is for informational purposes only, not to be construed as investment advice or a recommendation or offer to buy or sell any security. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. There are no guarantees regarding the achievement of investment objectives, target returns, portfolio construction, allocations or measurements such as alpha, tracking error, stock weightings and other information ratios. The views and strategies described may not be suitable for all investors. SSGA does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Investing entails risks and there can be no assurance that SSGA will achieve profits or avoid incurring losses.
Performance quoted represents past performance, which is no guarantee 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.