How do I transfer assets in or out of the Platform (in-specie transfer)?

Please contact us by phone, chat or email to obtain the relevant forms required. The process to perform a transfer of assets is described below.

Complete and sign the Share Transfer form for each account you wish to transfer - either provided by us or your broker/platform.

Send the forms to both the transfer team (other platform/broker) and us via email, specifying which form applies to each account.

We will coordinate with the transfer team to initiate the asset transfer.

Provide us with the cost history (unrealised capital report) of the assets you're transferring (e.g., purchase price and adjustments), this should usually be accessible via your platform.

Important Notes:

• Only listed Australian assets can be transferred.
• If an asset doesn't match the portfolio, it will be sold down and aligned with the current portfolio.
• Transfer fees may apply - please refer to the Product Disclosure Statement (PDS) - Fees Section.