Invest Directly with Ausbil

Becoming a direct investor with Ausbil has a wide range of benefits

  • Personalised Quarterly Unit-Holder reports with performance and portfolio information pertaining to your investment
  • Monitor your investment with your own secure Ausbil Investor Online account where you can track the performance and value of your investment
  • Access to monthly product performance reports
  • Dedicated Client Service team
  • Ausbil issue distribution statements at the end of every distribution period
  • Ausbil issue tax statements at the end of every financial year
  • Read pds & additional information

  • Complete forms & provide id

  • Send to us & provide funds

Invest Direct Today

Here is a step-by-step guide to invest directly with Ausbil

FAQ about Application Documentation

I want to invest as an individual investor. What forms do I complete?

  • Ausbil Application Form
  • Client ID Form - Individual & Sole Trader  
  • Provide certified ID copy of a valid Australian Drivers Licence or Australian Passport

I want to invest with another person as a joint investor. What forms do I complete?

  • Ausbil Application Form
  • Client ID Form – Individual & Sole Trader
    (This will need to be completed for each joint investor)
  • Provide certified copy of a valid drivers licence or Australian Passport for each investor

I want to invest with my company. What forms do I complete?

  • Ausbil Application Form
  • Client ID Form – Australian Company
  • Client ID Form – Individual & Sole trader ID Form for each beneficial owner (i.e holds more than or equal to 25%)
  • Provide certified copy of valid drivers licence or Australian Passport for each beneficial owner
  • Provide ASIC Company statement/Information for the company.

I want to invest with my Self-Managed Super Fund with individual trustees. What forms do I complete?

  • Ausbil Application Form
  • Client ID Form – Australian Regulated Trust (SMSF)
  • Provide a print out of ABN Superfund look up from superfundlookup.gov.au

I want to invest with my Self-Managed Super Fund with a corporate trustee. What forms do I complete?

  • Ausbil Application Form
  • Client ID Form – Australian Regulated Trusts (SMSF)
  • Provide ABN Superfund look up from superfundlookup.gov.au

I want to invest with my Family Trust or Investment Trust with individual trustees. What forms do I complete?

  • Ausbil Application Form
  • Client ID Form - Unregulated Australian & Foreign Trusts
  • Client ID Form - Individual & Sole Trader (for ONE individual trustee and ALL beneficial Owners of the Trust)
  • Provide certified copy of valid drivers licence or Australian Passport (for ONE individual trustee and ALL Beneficial Owners of the Trust)
  • Provide certified copy or extract of Trust deed

I want to invest with my Family Trust or Investment Trust with a corporate trustee. What forms do I complete?

  • Ausbil Application Form
  • Client ID Form – Unregulated Australian and Foreign Trusts
  • Provide certified copy or extract of Trust deed
  • Client ID Form - Australian Company
  • Provide ASIC Company Extract/Information for company
  • Client ID Form - Individual and sole trader (for ALL Beneficial owners of Trust)
  • Provide Certified copy of valid driver licence or Australian passport (for ALL beneficial Owners of the Trust)

I am investing as a different investor type to the ones listed above. What forms do I complete?

  • For other investor types please refer to the Ausbil Application Form and Client ID Forms for more information. If you require assistance please call Ausbil Client Services on 1800 287 245 (1800 AUSBIL).

Latest News