Insights


How to Invest

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:

  1. Read the relevant fund Product Disclosure Statement (PDS), the accompanying Information Booklet and the Financial Services Guide (FSG) available on our Fund Literature & PDS webpage.
  2. Complete and sign the Application Form.
  3. 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.*
  4. 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.
  5. 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

  6. 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
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).

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

How To Invest: A Step by Step Guide


Platform availability

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Fund literature and PDFs

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Forms, Notices & Policies

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Glossary

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