Aware Investment Funds
To join as an individual, jointly or sole trader, complete the application form at the end of the PDS.
Aware Investment Fund Application form (non-individual)
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.
Aware Investment Fund Change of investments
Use this form to change your investments
Aware Investment Fund 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 Class A or Class B)
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.