How to change your investments?

Step 1 – Enter the details 

When switching by percentage you are indicating the percentage of an option(s) value to be transferred into other option(s). 

• Select ‘Switch by percentage’
• Enter the percentage amount you wish to switch from your option(s) in the 'From' column. 

Note: The total amount you switch does not need to total 100%.

For example, if you would like to switch a total of $6,000 from two of your options: 

• If you have $10,000 in Option 1, then 10% of $10,000 will be withdrawn from Option 1 (i.e. $1,000)
• Similarly, if you have $5,000 in Option 2, then 100% of $5,000 will be withdrawn from Option 2 (i.e. $5,000). 

This will create a total pool of funds that needs to be transferred to other option(s) ( i.e. $6,000). 

• Enter the percentage you wish to invest into the other option(s) in the 'To' column. 

Note: The 'To' column must total 100%.  

For example in this scenario: 50% of the pool (i.e. $3,000) is being transferred to Option 3 and 50% (i.e. $3,000) to Option 4. 

• Elect to update your future investment selection if you wish to align it with the new allocation resulting from this switch
• Indicate that you have read the latest PDS by typing ‘YES’. 

Note: If you have auto-rebalancing enabled, performing a switch will most likely cancel this facility.  You will be advised if this occurs. 

Step 2 – Check the details and confirm your password

• Check the details of your transaction request are correct
• Enter your password to confirm you wish to proceed with the transaction
• Submit your transaction request. 

Step 3 – Retain confirmation of your transaction

• Note your transaction reference number
• Print details of your transaction for your own records.

Step 1 – Enter the details

• Select ‘Switch by dollars’
• Enter the amount you wish to switch from your option(s) in the ‘From’ column
• Enter the amount you wish to switch into other option(s) in the ‘To’ column
• Elect to update your future investment selection if you wish to align it with the new allocation resulting from this switch
• Indicate that you have read the latest PDS by typing ‘YES‘. 

Note: 

• If you have auto-rebalancing enabled, performing a switch will most likely cancel this facility. You will be advised if this occurs
• If a transaction is delayed, you will receive the unit price that applies on the day your request is processed. 

Step 2 – Check the details and confirm your password

• Check the details of your transaction request are correct
• Enter your password to confirm you wish to proceed with the transaction
• Submit your transaction request.

Step 3 – Retain confirmation of your transaction

• Note your transaction reference number
• Print details of your transaction for your own records.

Step 1 – Enter the details

• Select ‘Change your investment allocation’
• Enter the new percentage allocation you would like in each of your option(s) in the ‘New allocation’ column.  You must ensure that your new allocation totals 100%
• Update your future investment selection if you wish to align it with the new allocation
• Indicate that you have read the latest PDS by typing ‘YES’. 

Note: If you have auto-rebalancing enabled, performing a switch will most likely cancel this facility. One of our team members will call you if this occurs. 

Step 2 – Check the details and confirm your password

• Check the details of your transaction request are correct
• Enter your password to confirm you wish to proceed with the transaction
• Submit your transaction request.

Step 3 – Retain confirmation of your transaction

• Note your transaction reference number
• Print details of your transaction for your own records.