How to invest

You can make investments into the Funds by completing the Application Form at the back of the relevant Product Disclosure Statement ('PDS') and attaching a cheque made payable to 'Equity Trustees Limited'.

Application forms should be sent directly to Equity Trustees at GPO Box 2307 Melbourne Vic 3001.

Accumulator Savings Plan

Equity Trustees Accumulator Savings Plan offers the benefit of making regular monthly investments from a nominated Australian bank, building society or credit union account.

The minimum monthly investment through the Plan is $100 per month.

You will need to complete an Accumulator Plan Direct Debit Request Form, which includes a direct debit authority (the Application Form can be found at the back of the relevant PDS). This form must generally be received by Equity Trustees no later than the 1st of the month to enable funds to be drawn commencing on the 20th of that month.

Contact us

For further information, please telephone Equity Trustees' Client Services on 1300 555 378 or via email to equity@eqt.com.au