Investment Funds PDS
Investment Fund Application Form - Non individuals
Use this form to open an Aware Investment Fund account as a non-individual Australian. This means Australian resident taxpaying Companies, Trusts, Superannuation Funds (including SMSFs) and associations.
Change of investments - Aware Investment Fund
Use this form to change your investments
Change of member details
Use this form to change your member details.
Tax residency self-certification Investment Fund Class A or Class B (individual)
Use this form to provide tax residency self-certification Investment Fund Class A or Class B (non-individual)
Investment Fund internal transfer
Investment Fund Withdrawal
Through your online account, you can:
- view your balance
- switch your investments
- update your contact details
Aware Investment Funds are investments outside of your super. They give you access to your money regardless of your age. They also allow you to diversify your investments outside of the super environment.
Whether you need help with your super, or setting up your retirement, we can help you achieve your goals.