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How to Invest
Applications, Redemptions, Transfers
Transfers
A transfer is a change of ownership of units within the same fund, it is
not a transfer between funds.
Transfers are processed monthly, using the price on the next available
dealing date.
The following documents are required to complete a transfer:
- Complete an
Australian Standard Transfer Form. Ensure all information about the
seller (current unitholder), the buyer and the amount being transferred
(units or $AUD) are completed on the form. No stamp duty is charged on
transfers.
- Complete an application form attached to the PDS in the name of the
transferee (the buyer of the units). Include on the application form the
amount being transferred (units or $AUD).
- Complete the client identification forms, (attached to the PDS)
including any necessary certified documents for the transferee.
- Send both forms in the mail to K2. Statements confirming the price and units relating to
the transfer will be sent after the Fund Administrator has
finalised the price.
For a change of Trustee for Super Funds and trusts, you must also provide a
certified copy of any of the following:
- Deed of Retirement and Appointment of Trustees, or
- Resolution of appointment and resignation of Trustee
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