Changing distribution instructions

Register on investments

As these holdings are in our nominee name, simply provide written instructions to us to change the method of payment. Please note the instructions need to be signed by the owner of the investments.

Download the Managed Fund Transaction form (PDF 80KB).

Register off investments

You'll need to write to the share registry or fund manager for each holding. You can have income credited directly to your loan account by quoting the following bank details:

  • account name: your name
  • BSB: 262-755
  • account number: 00 + your 6 digit client reference (e.g. the account number for the margin lending account BROWB12345-6 would be 00123456)