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The easiest way to manage your investments is via our online portal, where you can top up your investment, make applications or withdrawals, and change some personal details (as well as accessing statements and holdings). Login now, or learn more about the portal. Note any of the documents linked on this page can be obtained in hard copy by contacting our Client Experience team at client.experience@bennelongfunds.com or 1800 895 388 (Australia) | 0800 442 304 (New Zealand). |
Key fund documents
Before investing in one of our funds, we ask you to please read the documentation below carefully.
Application & investor transaction forms
To identify the suitable transaction form, start by choosing your investor type below.
- New investors can access both an online or printable application form.
- Existing investors can facilitate top-ups in their current fund, switch between funds, invest in a new fund, or redeem their current investment.
