Investment Funds - Administration Forms

Download administration forms to assist you with your Investment Fund needs.

Complete the relevant form and return to: Wealth Customer Service Centre (LS035) GPO Box 1453 Brisbane QLD 4001 or Fax to 07 3362 2905

Investment Funds Administration Forms

Form Name Description
Investment Funds Additional Application Form (PDF 48kB) Use this form to add money to an existing managed fund.
Investment Funds Direct Debit Request Form (PDF 45kB) Use this form to set up a direct debit request for a managed fund.
Investment Funds Withdrawal Form (PDF 245kB) Use this form to make a withdrawal from a managed fund.
Investment Funds Switching Form (PDF 607kB) Use this form to switch from one managed fund to another managed fund.
TFN Notification Form (PDF 18kB) Use this form to notify us of your tax file number.

If you have any further queries please call 13 11 55 between 8am and 6pm, Monday to Friday. At the Voice Recognition prompt clearly state "Life & super" to be transferred to one of our Call Centre Consultants who will be happy to help.



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Important Information

Financial product advice is provided by representatives of Suncorp Financial Service Pty Ltd ABN 50 010 844 621, Australian Financial Services Licensee.

 
 
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