Forms

• Retail Individual Application Form (AUFM)
• Retail SMSF Application Form (AUFM)
• Retail Trust/Companies Application Form (AUFM)
• Retail Individual Application Form (AUIL)
• Retail SMSF Application Form (AUIL)
• Retail Trust/Companies Application Form (AUIL)
• Additional Investment form (AUFM)
• Additional Investment form (AUIL)
• Wholesale Qualification
• Wholesale application form
• Withdrawal (redemption) form
• Transfer form
• Change of details form
• Change of name form
• Appoint or change a financial adviser form
• Tax file number form 

Additional Direct Debit form - Select Income Fund
PDS - Select Income Fund
Withdrawal request form - Select Income Fund
Tax file number nomination form - Select Income Fund
Appointment change or cancel a financial adviser - Select Income Fund
Change of details form - Select Income Fund
Dealer information form - Select Income Fund
Distribution reinvestment plan - Select Income Fund
Investor additional details form - Select Income Fund
Regular savings plan form - Select Income Fund
Beneficial owner info investment bonds form - Select Income Fund
Tax residency information form - Select Income Fund

• Trusts Companies Paper Application Form
• SMSF Application Form (AUFM)
• Additional Application Form
• Individual Application Form
• Wholesale Qualification
• Wholesale application form
• Withdrawal (redemption) form
• Transfer form
• Change of details form
• Change of name form
• Appoint or change a financial adviser form
• Tax file number form 

• Additional deposit form
• Direct debit form
• EasyClaim form
• Investment options list
• Living away from home declaration form
• Plan beneficiary nomination form
• Plan guardian nomination form
• Student authority form
• Student nomination form
• Switch option form
• Switch by instalments form
• Fixed term adviser fee form
• Ongoing adviser fee
• One off adviser fee

• Additional contribution form
• Direct debit form
• EasyClaim form
• Living away from home form
• Plan beneficiary nomination form
• Plan guardian nomination form
• Student authority form
• Student nomination form
• Switch option form 

• Additional contribution form
• Beneficiary nomination form
• Direct debit authority form
• EasyClaim form
• Plan guardian nomination form
• Student authority form
• Student nomination form  

• Additional contribution instalment plan
• Application for funeral benefit
• Client care statement (QLD residents only)
• Change of details
• Funeral director nominations
• Switch option   
• Travel protection claim form

• Accident Claim Form
• Benefit Claim Form
• Direct debit form
• Death claim discharge form 
• Nomination Form
• Statutory Declaration Form
• VIP Claim Form

• Application for funeral benefit form

Products include 10Invest, Community Bond, Lifeplan Flexishield Investment Bond, Lifeplan Investment Bond, Lifeplan TaxSmart Investment, Tax Minimiser Investment Bond, Wealth Builder 

• Additional deposit and regular savings plan form
• Additional life insured nomination form
• Beneficial owner information form
• Investment bond death claim discharge form
• Direct debit request form
• Investment option list
• Memorandum of transfer form
• Nomination of beneficiary form
• Regular withdrawal request form
• Switch option form
• Switch by instalments form
• Withdrawal request form 
• Ongoing adviser fee form
• Fixed term adviser fee form
• One off adviser fee

Products include Capital Guaranteed Bond, Capital Guaranteed Mortgage Bond, Capital Guaranteed Funeral Bonds, Capital Secured Funeral Bond, Flexi Choice Bond, Grand Bonds Assurance Fund 

• Additional investment direct debit form
• Funeral bond death claim discharge form
• Investment bond death claim discharge form
• Change of details
• Memorandum of transfer
• Switch/extension form
• Withdrawal form 

• Additional deposit form
• Direct debit request form
• Nomination of beneficiary form
• Regular income option form
• Switch request form
• Withdrawal form

• 2023 Tax Guide for your AMMA Statement 
• 2023 Tax Guide for your Annual Tax Statement
• 2023 Tax Guide for your Investment Bond

• Associations
• Australian companies
• Australian regulated trusts (including SMSF)
• Australian unregulated trusts and foreign trusts
• Beneficial owner information
• Foreign companies
• Government body
• Individual and sole traders
• Partnerships
• Registered co-operatives
• Verifying officers

• Beneficial owner information
• Government body
• Investor identification form associations
• Investor identification form companies
• Investor identification form individuals and sole traders
• Investor identification form partnerships
• Trustees

• Approved certifiers list
• Tax residency information form
• Forms information guide