How to invest

Please select the relevant fund name from the menu below to access offer documents and application forms.

Bennelong Concentrated Australian Equities Fund

The Bennelong Concentrated Australian Equities Fund primarily selects stocks from the S&P/ASX 300 Accumulation Index.Investors are offered a portfolio that holds between 20 and 35 of the team’s best high-conviction picks. The Fund’s objective is to grow the investment value over the long term via a combination of capital growth and income, by investing in a diversified portfolio of Australian shares, providing a total return that exceeds the S&P/ASX 300 Accumulation Index by 4% per annum (after fees) on a rolling three-year basis.

Select an investor type
Step 1. Download and read offer documents

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Step 2. Apply to invest

Apply online OR Download printable form

Step 3. Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to:
    Bennelong Australian Equity Partners Application Account, including the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

    OR

  • Direct credit transfer to the Custodian’s bank account:

    Bank: ANZ BSB no: 012003
    Account no: 836623064
    Account name: Bennelong Australian Equity Partners Application Account

    Deposit reference: Please insert investor name and relevant fund reference:

    • BNEAET (for Bennelong Australian Equities Fund); or
    • BNECAE (for Bennelong Concentrated Australian Equities Fund); or
    • BNEX20 (for Bennelong ex-20 Australian Equities Fund); or
    • BNET20 (for Bennelong Twenty20 Australian Equities Fund).
Step 4. Attach relevant identification documents

Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

Post: RBC I & TS C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.

The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.

Step 5. Confirmation of application

Confirmation of your application will be sent by close of business the next day, so long as the PDS Application Form and funding have been received.

The confirmation will be sent to the email or postal address provided in the application form.

Other ways to invest

Platform access:

  • BT Wrap;
  • Federation Managed Accounts;
  • Hub24;
  • Macquarie Wrap;
  • Panorama Super;
  • Netwealth (Super Service, Wrap Service); and
  • Wealthtrac.

This Fund is also available on the mFund Settlement Service.

Track application process

Use the online Application Manager to track the progress of all applications made via the online portal to BAEP funds.

Register OR Login

Existing investor forms

Additional investment

Withdrawal request

Change of details

Let's Talk
Step 1. Download and read offer documents

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Prior to filling in the PDS Application Form, please ensure you have read and understood the Product Disclosure Statement (PDS) and Additional Information Booklet (AIB). Please note, our Client Services team can assist with general enquiries, but cannot make any product recommendations, or determine whether a fund will meet your personal needs. If you are uncertain about which of our funds is best for you, please consult your financial adviser.

Step 2. Apply to invest

Apply online OR Download printable form

Step 3. Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to:
    Bennelong Australian Equity Partners Application Account, including the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

    OR

  • Direct credit transfer to the Custodian’s bank account:

    Bank: ANZ BSB no: 012003
    Account no: 836623064
    Account name: Bennelong Australian Equity Partners Application Account

    Deposit reference: Please insert investor name and relevant fund reference:

    • BNEAET (for Bennelong Australian Equities Fund); or
    • BNECAE (for Bennelong Concentrated Australian Equities Fund); or
    • BNEX20 (for Bennelong ex-20 Australian Equities Fund); or
    • BNET20 (for Bennelong Twenty20 Australian Equities Fund).
Step 4. Attach relevant identification documents

Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

Post: RBC I & TS C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.

The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.

Step 5. Confirmation of application

Confirmation of your application will be sent by close of business the next day, so long as the PDS Application Form and funding have been received.

The confirmation will be sent to the email or postal address provided in the application form.

Other ways to invest

Platform access:

  • BT Wrap;
  • Federation Managed Accounts;
  • Hub24;
  • Macquarie Wrap;
  • Panorama Super;
  • Netwealth (Super Service, Wrap Service); and
  • Wealthtrac.

This Fund is also available on the mFund Settlement Service.

Existing investor forms

Additional investment

Withdrawal request

Change of details

Let's Talk
Step 1. Download and read offer documents

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Step 2. Apply to invest

Apply online OR Download printable form

Step 3. Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to:
    Bennelong Australian Equity Partners Application Account, including the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

    OR

  • Direct credit transfer to the Custodian’s bank account:

    Bank: ANZ BSB no: 012003
    Account no: 836623064
    Account name: Bennelong Australian Equity Partners Application Account

    Deposit reference: Please insert investor name and relevant fund reference:

    • BNEAET (for Bennelong Australian Equities Fund); or
    • BNECAE (for Bennelong Concentrated Australian Equities Fund); or
    • BNEX20 (for Bennelong ex-20 Australian Equities Fund); or
    • BNET20 (for Bennelong Twenty20 Australian Equities Fund).
Step 4. Attach relevant identification documents

Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

Post: RBC I & TS C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.

The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.

Step 5. Confirmation of application

Confirmation of your application will be sent by close of business the next day, so long as the PDS Application Form and funding have been received.

The confirmation will be sent to the email or postal address provided in the application form.

Other ways to invest

Platform access:

  • BT Wrap;
  • Federation Managed Accounts;
  • Hub24;
  • Macquarie Wrap;
  • Panorama Super;
  • Netwealth (Super Service, Wrap Service); and
  • Wealthtrac.

This Fund is also available on the mFund Settlement Service.

Existing investor forms

Additional investment

Withdrawal request

Change of details

Let's Talk

Bennelong ex-20 Australian Equities Fund

The Bennelong ex-20 Australian Equities Fund primarily selects stocks from the S&P/ASX 300 Accumulation Index excluding those from the S&P/ASX 20 Leaders Index. Recognising that 67% of the S&P/ASX 300 Accumulation Index is concentrated in the top 20 stocks, the Fund seeks lesser known opportunities, outside the ubiquitous 'mega-cap' stocks, in order to add value and complement investors’ existing Australian equities holdings.

Select an investor type
Step 1. Download and read offer documents

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Step 2. Apply to invest

Apply online OR Download printable form

Step 3. Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to:
    Bennelong Australian Equity Partners Application Account, including the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

    OR

  • Direct credit transfer to the Custodian’s bank account:

    Bank: ANZ BSB no: 012003
    Account no: 836623064
    Account name: Bennelong Australian Equity Partners Application Account

    Deposit reference: Please insert investor name and relevant fund reference:

    • BNEAET (for Bennelong Australian Equities Fund); or
    • BNECAE (for Bennelong Concentrated Australian Equities Fund); or
    • BNEX20 (for Bennelong ex-20 Australian Equities Fund); or
    • BNET20 (for Bennelong Twenty20 Australian Equities Fund).
Step 4. Attach relevant identification documents

Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

Post: RBC I & TS C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.

The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.

Step 5. Confirmation of application

Confirmation of your application will be sent by close of business the next day, so long as the PDS Application Form and funding have been received.

The confirmation will be sent to the email or postal address provided in the application form.

Other ways to invest

Platform access:

  • AMP (iAccess, North, Personalised Portfolio, Summit, Synergy, Wealthview);
  • ANZ grow;
  • Asgard;
  • Bridges TPS;
  • BT (Wrap, Panorama);
  • CFS (First Wrap, First Choice);
  • Federation Managed Accounts;
  • Hub24;
  • IOOF (AET, IPS, Lifetrack, Portfolio Services, TPS);
  • Linear;
  • Mason Stevens;
  • Macquarie Wrap (IDPS, Super);
  • MLC (Navigator, Wrap);
  • Netwealth (Super Service, Wrap Service);
  • Wealthtrac;
  • Oasis Matrix;
  • Portfolio Advantage; and
  • Voyage.

This Fund is also available on the mFund Settlement Service.

Track application process

Use the online Application Manager to track the progress of all applications made via the online portal to BAEP funds.

Register OR Login

Existing investor forms

Additional investment

Withdrawal request

Change of details

Let's Talk
Step 1. Download and read offer documents

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Prior to filling in the PDS Application Form, please ensure you have read and understood the Product Disclosure Statement (PDS) and Additional Information Booklet (AIB). Please note, our Client Services team can assist with general enquiries, but cannot make any product recommendations, or determine whether a fund will meet your personal needs. If you are uncertain about which of our funds is best for you, please consult your financial adviser.

Step 2. Apply to invest

Apply online OR Download printable form

Step 3. Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to:
    Bennelong Australian Equity Partners Application Account, including the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

    OR

  • Direct credit transfer to the Custodian’s bank account:

    Bank: ANZ BSB no: 012003
    Account no: 836623064
    Account name: Bennelong Australian Equity Partners Application Account

    Deposit reference: Please insert investor name and relevant fund reference:

    • BNEAET (for Bennelong Australian Equities Fund); or
    • BNECAE (for Bennelong Concentrated Australian Equities Fund); or
    • BNEX20 (for Bennelong ex-20 Australian Equities Fund); or
    • BNET20 (for Bennelong Twenty20 Australian Equities Fund).
Step 4. Attach relevant identification documents

Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

Post: RBC I & TS C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.

The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.

Step 5. Confirmation of application

Confirmation of your application will be sent by close of business the next day, so long as the PDS Application Form and funding have been received.

The confirmation will be sent to the email or postal address provided in the application form.

Other ways to invest

Platform access:

  • AMP (iAccess, North, Personalised Portfolio, Summit, Synergy, Wealthview);
  • ANZ grow;
  • Asgard;
  • Bridges TPS;
  • BT (Wrap, Panorama);
  • CFS (First Wrap, First Choice);
  • Federation Managed Accounts;
  • Hub24;
  • IOOF (AET, IPS, Lifetrack, Portfolio Services, TPS);
  • Linear;
  • Mason Stevens;
  • Macquarie Wrap (IDPS, Super);
  • MLC (Navigator, Wrap);
  • Netwealth (Super Service, Wrap Service);
  • Wealthtrac;
  • Oasis Matrix;
  • Portfolio Advantage; and
  • Voyage.

This Fund is also available on the mFund Settlement Service.

Existing investor forms

Additional investment

Withdrawal request

Change of details

Let's Talk
Step 1. Download and read offer documents

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Step 2. Apply to invest

Apply online OR Download printable form

Step 3. Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to:
    Bennelong Australian Equity Partners Application Account, including the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

    OR

  • Direct credit transfer to the Custodian’s bank account:

    Bank: ANZ BSB no: 012003
    Account no: 836623064
    Account name: Bennelong Australian Equity Partners Application Account

    Deposit reference: Please insert investor name and relevant fund reference:

    • BNEAET (for Bennelong Australian Equities Fund); or
    • BNECAE (for Bennelong Concentrated Australian Equities Fund); or
    • BNEX20 (for Bennelong ex-20 Australian Equities Fund); or
    • BNET20 (for Bennelong Twenty20 Australian Equities Fund).
Step 4. Attach relevant identification documents

Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

Post: RBC I & TS C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.

The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.

Step 5. Confirmation of application

Confirmation of your application will be sent by close of business the next day, so long as the PDS Application Form and funding have been received.

The confirmation will be sent to the email or postal address provided in the application form.

Other ways to invest

Platform access:

  • AMP (iAccess, North, Personalised Portfolio, Summit, Synergy, Wealthview);
  • ANZ grow;
  • Asgard;
  • Bridges TPS;
  • BT (Wrap, Panorama);
  • CFS (First Wrap, First Choice);
  • Federation Managed Accounts;
  • Hub24;
  • IOOF (AET, IPS, Lifetrack, Portfolio Services, TPS);
  • Linear;
  • Mason Stevens;
  • Macquarie Wrap (IDPS, Super);
  • MLC (Navigator, Wrap);
  • Netwealth (Super Service, Wrap Service);
  • Wealthtrac;
  • Oasis Matrix;
  • Portfolio Advantage; and
  • Voyage.

This Fund is also available on the mFund Settlement Service.

Existing investor forms

Additional investment

Withdrawal request

Change of details

Let's Talk

Bennelong Twenty20 Australian Equities Fund

The Bennelong Twenty20 Australian Equities Fund primarily aims to provide exposure to the S&P/ASX300 universe, through a combination of actively managed ex-20 stocks and a passive exposure to the top 20 stocks. While providing exposure to the largest valued stocks, the Fund also provides access to Bennelong’s successful ex-20 strategy.

Select an investor type
Step 1. Download and read offer documents

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Step 2. Apply to invest

Apply online OR Download printable form

Step 3. Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to:
    Bennelong Australian Equity Partners Application Account, including the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

    OR

  • Direct credit transfer to the Custodian’s bank account:

    Bank: ANZ BSB no: 012003
    Account no: 836623064
    Account name: Bennelong Australian Equity Partners Application Account

    Deposit reference: Please insert investor name and relevant fund reference:

    • BNEAET (for Bennelong Australian Equities Fund); or
    • BNECAE (for Bennelong Concentrated Australian Equities Fund); or
    • BNEX20 (for Bennelong ex-20 Australian Equities Fund); or
    • BNET20 (for Bennelong Twenty20 Australian Equities Fund).
Step 4. Attach relevant identification documents

Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

Post: RBC I & TS C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.

The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.

Step 5. Confirmation of application

Confirmation of your application will be sent by close of business the next day, so long as the PDS Application Form and funding have been received.

The confirmation will be sent to the email or postal address provided in the application form.

Other ways to invest

Platform access:

  • AMP Personalised Portfolio;
  • CFS First Wrap;
  • Federation Managed Accounts; and
  • Macquarie Wrap

This Fund is also available on the mFund Settlement Service.

Track application process

Use the online Application Manager to track the progress of all applications made via the online portal to BAEP funds.

Register OR Login

Existing investor forms

Additional investment

Withdrawal request

Change of details

Let's Talk
Step 1. Download and read offer documents

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Prior to filling in the PDS Application Form, please ensure you have read and understood the Product Disclosure Statement (PDS) and Additional Information Booklet (AIB). Please note, our Client Services team can assist with general enquiries, but cannot make any product recommendations, or determine whether a fund will meet your personal needs. If you are uncertain about which of our funds is best for you, please consult your financial adviser.

Step 2. Apply to invest

Apply online OR Download printable form

Step 3. Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to:
    Bennelong Australian Equity Partners Application Account, including the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

    OR

  • Direct credit transfer to the Custodian’s bank account:

    Bank: ANZ BSB no: 012003
    Account no: 836623064
    Account name: Bennelong Australian Equity Partners Application Account

    Deposit reference: Please insert investor name and relevant fund reference:

    • BNEAET (for Bennelong Australian Equities Fund); or
    • BNECAE (for Bennelong Concentrated Australian Equities Fund); or
    • BNEX20 (for Bennelong ex-20 Australian Equities Fund); or
    • BNET20 (for Bennelong Twenty20 Australian Equities Fund).
Step 4. Attach relevant identification documents

Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

Post: RBC I & TS C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.

The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.

Step 5. Confirmation of application

Confirmation of your application will be sent by close of business the next day, so long as the PDS Application Form and funding have been received.

The confirmation will be sent to the email or postal address provided in the application form.

Other ways to invest

Platform access:

  • AMP Personalised Portfolio;
  • CFS First Wrap;
  • Federation Managed Accounts; and
  • Macquarie Wrap

This Fund is also available on the mFund Settlement Service.

Existing investor forms

Additional investment

Withdrawal request

Change of details

Let's Talk
Step 1. Download and read offer documents

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Step 2. Apply to invest

Apply online OR Download printable form

Step 3. Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to:
    Bennelong Australian Equity Partners Application Account, including the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

    OR

  • Direct credit transfer to the Custodian’s bank account:

    Bank: ANZ BSB no: 012003
    Account no: 836623064
    Account name: Bennelong Australian Equity Partners Application Account

    Deposit reference: Please insert investor name and relevant fund reference:

    • BNEAET (for Bennelong Australian Equities Fund); or
    • BNECAE (for Bennelong Concentrated Australian Equities Fund); or
    • BNEX20 (for Bennelong ex-20 Australian Equities Fund); or
    • BNET20 (for Bennelong Twenty20 Australian Equities Fund).
Step 4. Attach relevant identification documents

Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

Post: RBC I & TS C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.

The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.

Step 5. Confirmation of application

Confirmation of your application will be sent by close of business the next day, so long as the PDS Application Form and funding have been received.

The confirmation will be sent to the email or postal address provided in the application form.

Other ways to invest

Platform access:

  • AMP Personalised Portfolio;
  • CFS First Wrap;
  • Federation Managed Accounts; and
  • Macquarie Wrap

This Fund is also available on the mFund Settlement Service.

Existing investor forms

Additional investment

Withdrawal request

Change of details

Let's Talk

Bennelong Australian Equities Fund

The Bennelong Australian Equities Fund primarily selects stocks from the S&P/ASX 300 Accumulation Index and holds between 25 and 60 stocks. The Fund’s objective is to grow investment value over the long term via a combination of capital growth and income, by investing in a diversified portfolio of Australian shares, providing a total return that exceeds the S&P/ASX 300 Accumulation Index by 2% per annum (after fees) on a rolling three-year basis.

Select an investor type
Step 1. Download and read offer documents

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Step 2. Apply to invest

Apply online OR Download printable form

Step 3. Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to:
    Bennelong Australian Equity Partners Application Account, including the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

    OR

  • Direct credit transfer to the Custodian’s bank account:

    Bank: ANZ BSB no: 012003
    Account no: 836623064
    Account name: Bennelong Australian Equity Partners Application Account

    Deposit reference: Please insert investor name and relevant fund reference:

    • BNEAET (for Bennelong Australian Equities Fund); or
    • BNECAE (for Bennelong Concentrated Australian Equities Fund); or
    • BNEX20 (for Bennelong ex-20 Australian Equities Fund); or
    • BNET20 (for Bennelong Twenty20 Australian Equities Fund).
Step 4. Attach relevant identification documents

Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

Post: RBC I & TS C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.

The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.

Step 5. Confirmation of application

Confirmation of your application will be sent by close of business the next day, so long as the PDS Application Form and funding have been received.

The confirmation will be sent to the email or postal address provided in the application form.

Other ways to invest

Platform access:

  • AMP (Elements Investment, Elements Pension, eWrap Investment Arc, eWrap Pension, iAccess, Investment Service, MyNorth, North, Pension Service, Summit, Super Service, Term Pension, Wealthview eWrap);
  • ANZ grow;
  • BT Wrap;
  • CFS (First Wrap);
  • Hub24;
  • IOOF AET;
  • Macquarie Wrap IDPS;
  • Netwealth (Super Service, Wrap Service);
  • Wealthtrac; and
  • OneAnswer, OnePath, PortfolioOne.

This Fund is also available on the mFund Settlement Service.

Track application process

Use the online Application Manager to track the progress of all applications made via the online portal to BAEP funds.

Register OR Login

Existing investor forms

Additional investment

Withdrawal request

Change of details

Let's Talk
Step 1. Download and read offer documents

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Prior to filling in the PDS Application Form, please ensure you have read and understood the Product Disclosure Statement (PDS) and Additional Information Booklet (AIB). Please note, our Client Services team can assist with general enquiries, but cannot make any product recommendations, or determine whether a fund will meet your personal needs. If you are uncertain about which of our funds is best for you, please consult your financial adviser.

Step 2. Apply to invest

Apply online OR Download printable form

Step 3. Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to:
    Bennelong Australian Equity Partners Application Account, including the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

    OR

  • Direct credit transfer to the Custodian’s bank account:

    Bank: ANZ BSB no: 012003
    Account no: 836623064
    Account name: Bennelong Australian Equity Partners Application Account

    Deposit reference: Please insert investor name and relevant fund reference:

    • BNEAET (for Bennelong Australian Equities Fund); or
    • BNECAE (for Bennelong Concentrated Australian Equities Fund); or
    • BNEX20 (for Bennelong ex-20 Australian Equities Fund); or
    • BNET20 (for Bennelong Twenty20 Australian Equities Fund).
Step 4. Attach relevant identification documents

Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

Post: RBC I & TS C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.

The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.

Step 5. Confirmation of application

Confirmation of your application will be sent by close of business the next day, so long as the PDS Application Form and funding have been received.

The confirmation will be sent to the email or postal address provided in the application form.

Other ways to invest

Platform access:

  • AMP (Elements Investment, Elements Pension, eWrap Investment Arc, eWrap Pension, iAccess, Investment Service, MyNorth, North, Pension Service, Summit, Super Service, Term Pension, Wealthview eWrap);
  • ANZ grow;
  • BT Wrap;
  • CFS (First Wrap);
  • Hub24;
  • IOOF AET;
  • Macquarie Wrap IDPS;
  • Netwealth (Super Service, Wrap Service);
  • Wealthtrac; and
  • OneAnswer, OnePath, PortfolioOne.

This Fund is also available on the mFund Settlement Service.

Existing investor forms

Additional investment

Withdrawal request

Change of details

Let's Talk
Step 1. Download and read offer documents

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Step 2. Apply to invest

Apply online OR Download printable form

Step 3. Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to:
    Bennelong Australian Equity Partners Application Account, including the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

    OR

  • Direct credit transfer to the Custodian’s bank account:

    Bank: ANZ BSB no: 012003
    Account no: 836623064
    Account name: Bennelong Australian Equity Partners Application Account

    Deposit reference: Please insert investor name and relevant fund reference:

    • BNEAET (for Bennelong Australian Equities Fund); or
    • BNECAE (for Bennelong Concentrated Australian Equities Fund); or
    • BNEX20 (for Bennelong ex-20 Australian Equities Fund); or
    • BNET20 (for Bennelong Twenty20 Australian Equities Fund).
Step 4. Attach relevant identification documents

Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

Post: RBC I & TS C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.

The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.

Step 5. Confirmation of application

Confirmation of your application will be sent by close of business the next day, so long as the PDS Application Form and funding have been received.

The confirmation will be sent to the email or postal address provided in the application form.

Other ways to invest

Platform access:

  • AMP (Elements Investment, Elements Pension, eWrap Investment Arc, eWrap Pension, iAccess, Investment Service, MyNorth, North, Pension Service, Summit, Super Service, Term Pension, Wealthview eWrap);
  • ANZ grow;
  • BT Wrap;
  • CFS (First Wrap);
  • Hub24;
  • IOOF AET;
  • Macquarie Wrap IDPS;
  • Netwealth (Super Service, Wrap Service);
  • Wealthtrac; and
  • OneAnswer, OnePath, PortfolioOne.

This Fund is also available on the mFund Settlement Service.

Existing investor forms

Additional investment

Withdrawal request

Change of details

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