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Investment Forms
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Application Forms

Description Type
Product Disclosure Statement (PDS) file-type
New Investor Application Form file-type

Transacting on Investments

Description Type
Transfer Of Investment file-type
Direct Debit Request file-type
Change of Bank Account Details file-type
Request to change Financial Adviser file-type
12 Month Term Account Regular Access Option Request file-type
Third Party Access Request file-type
Foreign Account Tax Compliance Act (FATCA) Details file-type
Appointment of Financial Adviser file-type

Financial Updates

Description Type
Fund Interim Report - Half Year Ended 31 December 2019 file-type
Quarterly Update - High Yield Investment Account file-type
Fund Fact Sheet file-type
Fund Investment Snapshot + Portfolio Metrics file-type
Fund Annual Report - 2020 file-type
Fund Constitution file-type

Consumer Advisories

Description Type
La Trobe Financial’s Risk Management Systems file-type
ASIC Guide to Investing file-type
ASIC Money Smart Website file-type
Customer Feedback file-type
Tax File Numbers file-type
ACCC - Little Black Book of Scams file-type
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Investor Forms and Documents.
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Awards & Ratings
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The team that's looking out for you
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Frequently Asked Questions