Here you can view more details about the Wealthtrac Portfolio Service, including the Portfolio Service Guide and Short Form Prospectuses, for the related investments.
Wealthtrac Portfolio Service Portfolio Service Guide Portfolio Service Guide Forms Investment Authority Investment Alteration Forms This section provides forms which allow you to make changes to your investment portfolios.
Please note that frozen portfolios are not available for switching due to the time taken to redeem the investments from the fund manager.
PST portfolios are only available for switching into if the client already has an investment in that PST portfolio.
You should always consult your Adviser prior to requesting any investment alteration.Additional Investment Form
If you are a new investor DO NOT use this form, please use the Investment Authority Form. Please use this form if you wish to make an addition to your investment. This form also allows you to permanently alter your existing investment instructions for Cash Account top up, investment rebalancing, income distributions or fees.Management Alteration Form
If you are a new investor DO NOT use this form, please use the Investment Authority Form. Please use this form if you wish to permanently alter your existing investment instructions for Cash Account top up, investment rebalancing, income distributions or fees.Reweight Form
If you are a new investor DO NOT use this form, please use the Investment Authority Form. Please use this form if you wish to reweight your investments. This form also allows you to permanently alter your existing investment instructions for Cash Account top up, investment rebalancing or income distributions.Switch Form
If you are a new investor DO NOT use this form, please use the Investment Authority Form. Please use this form if you wish to make a full or partial account balance switch and alter your on-going investment instructions. This form also allows you to permanently alter your existing investment instructions for Cash Account top up, investment rebalancing or income distributions.Withdrawal Form
Please use this form if you wish to make a withdrawal from your investment.
Click on the links below for short form prospectuses.
Conservative Portfolios BTA0805AU BT Wholesale Conservative Outlook Fund View Prospectus CRS0001AU Aberdeen Sustainable Income Fund View Prospectus FSF0033AU Colonial First State Wholesale Conservative Fund View Prospectus IOF0100AU Perennial Capital Stable Wholesale Trust View Prospectus MAQ0059AU Macquarie Master Capital Stable Fund View Prospectus MAQ0289AU van Eyk Blueprint Australian Shares Fund View Prospectus MAQ0290AU van Eyk Blueprint Balanced Fund View Prospectus MAQ0291AU van Eyk Blueprint Capital Stable Fund View Prospectus MAQ0293AU van Eyk Blueprint International Shares Fund View Prospectus MIN0009AU Mercer Conservative Growth Fund View Prospectus MMF0114AU ING Wholesale Capital Stable Trust View Prospectus PWA0821AU BlackRock Wholesale Managed Income Fund View Prospectus RFA0811AU BT Sustainable Conservative Fund View Prospectus RIM0012AU Russell Conservative Fund Class C View Prospectus RIM0023AU Russell II Portfolio View Prospectus SBC0814AU UBS Defensive Investment Fund View Prospectus VAN0109AU Vanguard Conservative Index Fund View Prospectus Balanced Portfolios AJF0802AU ING Wholesale Balanced Trust View Prospectus BTA0806AU BT Wholesale Balanced Returns Fund View Prospectus CRS0002AU Aberdeen Capital Growth Fund View Prospectus FSF0008AU Colonial First State Wholesale Diversified Fund View Prospectus IOF0104AU Perennial Balanced Wholesale Trust View Prospectus MIN0027AU Mercer Income Plus Fund View Prospectus MLC0260AU MLC Wholesale Horizon 4 Balanced Portfolio Fund View Prospectus MPL0001AU Maple-Brown Abbott Diversified Investment Trust View Prospectus PER0063AU Perpetual Wholesale Balanced Growth Fund View Prospectus PWA0822AU BlackRock Wholesale Balanced Fund View Prospectus RFA0815AU BT Wholesale Active Balanced Fund View Prospectus RIM0011AU Russell Balanced Fund Class C View Prospectus RIM0013AU Russell Diversified 50 Fund Class C View Prospectus RIM0024AU Russell IV Portfolio View Prospectus SBC0815AU UBS Balanced Investment Fund View Prospectus SCH0102AU Schroder Balanced Fund Wholesale Class View Prospectus VAN0108AU Vanguard Balanced Index Fund View Prospectus Growth Portfolios AJF0003AU ING Tax Effective Income Trust View Prospectus BAR0813AU BlackRock Scientific Diversified Growth Fund View Prospectus BTA0125AU BT Wholesale Future Goals Fund View Prospectus BTA0126AU BT Wholesale Split Growth Fund View Prospectus FSF0498AU Colonial First State Wholesale High Growth Fund View Prospectus MIN0013AU Mercer Growth Fund View Prospectus MLC0265AU MLC Wholesale Horizon 5 Growth Portfolio Fund View Prospectus MMF0115AU ING Wholesale Managed Growth Trust View Prospectus PER0066AU Perpetual Wholesale Split Growth Fund View Prospectus RIM0014AU Russell Growth Fund Class C View Prospectus RIM0020AU Ventura Wholesale Growth 70 Fund View Prospectus RIM0025AU Russell VI Portfolio View Prospectus RIM0030AU Russell High Growth Fund View Prospectus VAN0111AU Vanguard High Growth Index Fund View Prospectus ZUR0059AU Zurich Investments Managed Growth Fund View Prospectus Cash Portfolios AUX0021AU United Cash Mgmt Fd (Class D) View Prospectus CRS0009AU Aberdeen Cash Fund View Prospectus CSA0029AU Aberdeen Cash Enhanced Fund View Prospectus MAQ0187AU Macquarie Master Cash Fund View Prospectus PER0258AU Perpetual's Exact Market Cash Fund View Prospectus SBC0811AU UBS Cash Fund View Prospectus SBC0812AU UBS Cash Plus Fund View Prospectus Australian Fixed Interest Portfolios AUS0009AU Australian Unity Vianova Strat FI Tst WS View Prospectus BGL0105AU BlackRock Indexed Australian Bond Fund View Prospectus CRS0004AU Aberdeen Australian Fixed Income Fund View Prospectus FSF0027AU Colonial First State Wholesale Australian Bond Fund View Prospectus IOF0046AU Perennial Fixed Interest Wholesale Trust View Prospectus JBW0016AU GSJBW Income Plus Wholesale Fund View Prospectus JBW0018AU GSJBW Enhanced Income View Prospectus MAL0012AU BlackRock Monthly Income Fund - Class D View Prospectus MAQ0061AU Macquarie Master Fixed Interest Fund View Prospectus MAQ0277AU Macquarie Income Opportunities Fund View Prospectus MLC0669AU MLC W/S Horizon 1 Bond Portfolio View Prospectus RFA0813AU BT Wholesale Fixed Interest Fund View Prospectus SBC0005AU UBS Inflation-Linked Bond Fund View Prospectus SBC0813AU UBS Australian Bond Fund View Prospectus SCH0028AU Schroder Fixed Income Fund Wholesale Class View Prospectus UBS0003AU UBS Diversified Credit Income Fund View Prospectus VAN0001AU Vanguard Australian Fixed Interest Index Fund View Prospectus ZUR0057AU Zurich Investments Australian Fixed Interest Fund View Prospectus International Fixed Interest Portfolios ADV0067AU Advance International Fixed Interest Multi Blend Fund - Wholesale Units View Prospectus BGL0107AU Barclays International Fixed Interest Index Fund View Prospectus CRS0006AU Aberdeen International Fixed Income Fund View Prospectus CSA0038AU Credit Suisse Global Income Fund View Prospectus CSA0046AU Credit Suisse Syndicated Loan Fund View Prospectus CSA0102AU Credit Suisse High Yield Fund View Prospectus CSA0104AU Aberdeen Balanced Fixed Income Fund View Prospectus DDH0007AU DDH Global Fixed Interest Alpha Fund View Prospectus ETL0018AU EQT PIMCO Wholesale Global Bond Fund View Prospectus ETL0146AU CAAM Global Bond Fund View Prospectus MAQ0274AU Macquarie Master Diversified Fixed Interest Fund View Prospectus PWA0825AU BlackRock Wholesale International Bond Fund View Prospectus SBC0007AU UBS Diversified Fixed Income Fund View Prospectus SBC0819AU UBS International Bond Fund View Prospectus VAN0103AU Vanguard International Fixed Interest Index Fund (Hedged) View Prospectus Property Portfolios AMP0255AU AMP Capital Listed Property Trusts Fund Class A Units View Prospectus AMP0974AU AMP Capital Global Property Securities Fund Class A Units View Prospectus ARO0014AU Fortis Investments High Income Global Property Securities Fund View Prospectus CRS0007AU Credit Suisse Property Fund View Prospectus ETL0005AU EQT SGH LaSalle Global Listed Property Securities Trust View Prospectus FSF0004AU Colonial First State Wholesale Property Securities Fund View Prospectus FSF0454AU Colonial First State Wholesale Colliers International Property Securities Fund View Prospectus HBC0008AU Challenger Wholesale Property Securities Fund View Prospectus HML0016AU ING Wholesale Global Property Securities Fund View Prospectus MAQ0063AU Macquarie Master Property Securities Fund View Prospectus MAQ0185AU Macquarie Master Enhanced Property Securities Fund View Prospectus MAQ0292AU van Eyk Blueprint High Growth Fund View Prospectus MAQ0300AU Macquarie Property Income Fund View Prospectus MAQ0574AU Premium SAM Asia Property Fund View Prospectus MGL0010AU RREEF Global (ex-Australia) Property Securities Fund View Prospectus MLC0263AU MLC Wholesale Property Securities Fund View Prospectus PAL0002AU RREEF Paladin Property Securities Fund View Prospectus RFA0817AU BT Wholesale Property Investment Fund View Prospectus RIM0031AU Russell International Property Securities Fund $A Hedged View Prospectus SBC0816AU UBS Property Securities Fund View Prospectus VAN0004AU Vanguard Property Securities Index Fund View Prospectus VAN0018AU Vanguard International Property Securities Index Fund View Prospectus VAN0019AU Vanguard International Property Securities Index Fund (Hedged) View Prospectus ZUR0064AU Zurich Investments Property Securities Fund View Prospectus Australian Shares Portfolios AAP0002AU Ausbil Investment Trust - Australian Geared Equity Fund View Prospectus AAP0103AU Ausbil Invest - Aust Active Equity Fund View Prospectus ADV0046AU Advance Imputation Fund - Wholesale Units View Prospectus ADV0078AU Advance Australian Geared Equity Fund - Wholesale Units View Prospectus AJF0804AU ING Wholesale Australian Share Trust View Prospectus AMP0250AU AMP Henderson Diversified Growth Fund Class A Units View Prospectus AMP0370AU AMP Capital Equity Fund Class A Units View Prospectus AMP0449AU AMP Capital Sustainable Share Fund Class A Units View Prospectus ARO0011AU Fortis Investments Australian Equity Fund View Prospectus AUG0004AU Australian Ethical Larger Companies Trust View Prospectus AUS0030AU Australian Unity Platypus Australian Equities Trust - Wholesale Units View Prospectus BAR0814AU BlackRock Scientific Australian Equity Fund View Prospectus BFL0002AU Bennelong Concentrated Aust Eq Fd View Prospectus BNT0003AU Hyperion Australian Growth Companies Fund View Prospectus BTA0055AU BT Wholesale Australian Share Fund View Prospectus CRS0003AU Aberdeen Classic Series Australian Equities Fund View Prospectus EQI0027AU Aberdeen Financials Fund View Prospectus ETL0030AU EQT SGH Wholesale Absolute Return Trust View Prospectus ETL0042AU SGH20 View Prospectus ETL0043AU Lincoln Australian Share Fund View Prospectus ETL0148AU Armytage Enhanced Leaders Fund View Prospectus FID0008AU Fidelity Australian Equities Fund View Prospectus FSF0002AU Colonial First State Wholesale Australian Share Fund View Prospectus FSF0003AU Colonial First State Wholesale Imputation Fund View Prospectus FSF0016AU Colonial First State Wholesale Leaders Fund View Prospectus FSF0043AU Colonial First State Wholesale Geared Share Fund View Prospectus FSF0079AU Colonial First State Wholesale 452 Australian Share Fund View Prospectus HBC0011AU Challenger Wholesale Australian Share Income Fund View Prospectus HHA0001AU Hunter Hall Australian Value Trust View Prospectus HOW0019AU Custom Choice Wholesale Boutique Australian Share Portfolio View Prospectus HOW0020AU Orion Wholesale Australian Share Fund View Prospectus HOW0026AU Challenger Wholesale Select Australian Share Fund View Prospectus HOW0121AU Challenger Wholesale Socially Responsive Share Fund View Prospectus IML0002AU Investors Mutual Australian Share Fund View Prospectus IML0004AU Investors Mutual Industrial Share Fund View Prospectus IOF0048AU Perennial Growth Shares Wholesale Trust View Prospectus IOF0206AU Perennial Value Shares Wholesale Trust View Prospectus JBW0009AU GSJBW Australian Equities Wholesale Fund View Prospectus LAZ0010AU Lazard Australian Equity Fund - Wholesale View Prospectus LAZ0013AU Lazard Select Australian Equity Fund - Wholesale View Prospectus MAQ0057AU Macquarie Master Australian Enhanced Equities Fund View Prospectus MAQ0062AU Macquarie Master Active Australian Equities Fund View Prospectus MLC0262AU MLC Wholesale Australian Share Fund View Prospectus MLC0264AU MLC Wholesale IncomeBuilderTM View Prospectus MMF0340AU ING Wholesale Blue Chip Imputation Trust View Prospectus NAV0002AU Navra Blue Chip Australian Share Wholesale Fund View Prospectus NML0061AU AXA W/S Australian Equity Value Fund View Prospectus NML0143AU AXA Wholesale Australian Equity - Industrials Fund View Prospectus PAM0001AU Challenger W/S Australian Share Fund View Prospectus PER0046AU Perpetual's Wholesale Industrial Fund View Prospectus PER0049AU Perpetual Wholesale Australian Fund View Prospectus PER0071AU Perpetual Wholesale Geared Australian Fund View Prospectus PER0072AU Perpetual's Wholesale SHARE-PLUS Long-Short Fund View Prospectus PER0102AU Perpetual Wholesale Concentrated Equity Fund View Prospectus PER0260AU Perpetual Wholesale Diversified Income Fund View Prospectus PER0270AU Pengana Emerging Companies Fund View Prospectus PPL0106AU Aviva Investors High Growth Shares Fund View Prospectus PVA0011AU Prime Value Growth Fund - Class B View Prospectus PVA0022AU Prime Value Imputation Fund - Class B View Prospectus PWA0823AU BlackRock Wholesale Australian Share Fund View Prospectus RFA0025AU BT Wholesale Ethical Share Fund View Prospectus RFA0103AU BT Wholesale Imputation Fund View Prospectus RFA0818AU BT Wholesale Core Australian Share Fund View Prospectus RIM0015AU Russell Australian Shares Fund Class C View Prospectus RIM0021AU Ventura Wholesale Australian Share Fund View Prospectus RIM0029AU Russell Australian Opportunities Fund View Prospectus SBC0817AU UBS Australian Share Fund View Prospectus SCH0101AU Schroder Wholesale Australian Equity Fund View Prospectus TYN0028AU Tyndall Australian Share Wholesale Portfolio View Prospectus VAN0002AU Vanguard Australian Shares Index Fund View Prospectus VAN0104AU Vanguard Australian Shares High Yield Fund View Prospectus VEN0006AU All Star IAM Australian Share Fund View Prospectus ZUR0060AU Zurich Investments Australian Share Fund View Prospectus ZUR0538AU Zurich Investments Equity Income Fund View Prospectus Australian Smaller Companies Portfolios AAP0104AU Ausbil Investment Trust - Australian Emerging Leader Fund View Prospectus ADV0096AU Advance Australian Smaller Companies Multi-Blend Fund WS Units View Prospectus ASC0001AU Smallco Investment Fund View Prospectus AUS0108AU Acorn Capital Wholesale Microcap Trust View Prospectus CSA0131AU Aberdeen Classic Series Australian Small Companies Fund View Prospectus EGG0001AU Eley Griffiths Group Small Companies Fund View Prospectus MAQ0454AU Macquarie Australian Small Companies Fund View Prospectus MIN0007AU Mercer Australian Small Companies Fund View Prospectus OPS0001AU Opis Capital Dynamic Equity View Prospectus OPS0002AU Opis Capital Premium Equity Fund View Prospectus RFA0819AU BT Wholesale Smaller Companies Fund View Prospectus WPC0013AU EIM Emerging Resources Company Share Fund View Prospectus Global International Shares Portfolios ARO0006AU Fortis Investments Global Equity Fund View Prospectus BAR0817AU BlackRock Scientific International Equity Fund View Prospectus BGL0109AU BlackRock Scientific Hedged International Equity Fund View Prospectus BTA0056AU BT Wholesale International Share Fund View Prospectus CRS0005AU Aberdeen Actively Hedged International Equities Fund View Prospectus CSA0135AU Aberdeen Fully Hedged International Equities Fund View Prospectus ETL0071AU T. Rowe Price Global Equity Fund View Prospectus FSF0170AU Colonial First State Wholesale Geared Global Share Fund View Prospectus GTU0008AU INVESCO Wholesale Global Matrix Fund - hedged View Prospectus HHA0002AU Hunter Hall Global Ethical Trust View Prospectus HOW0002AU Hunter Hall Value Growth Trust View Prospectus IOF0045AU Perennial International Shares Wholesale Trust View Prospectus JBW0014AU GSJBW International Wholesale Fund View Prospectus JBW0027AU GSJBW Global Flex Funds View Prospectus MAQ0410AU Walter Scott Global Equity Fund View Prospectus MGE0001AU Magellan Global Fund View Prospectus MIN0015AU Mercer Overseas Shares Fund View Prospectus MLC0261AU MLC Wholesale Global Share Fund View Prospectus MMC0110AU EQT Intrinsic Value International Sharemarkets Fund View Prospectus NML0348AU AXA - Wholesale Global Equity - Value Fund View Prospectus ORD0007AU Ord Minnett Global Dynamic Fund View Prospectus PER0050AU Perpetual Wholesale International Share Fund View Prospectus PLA0002AU Platinum Int' Fund View Prospectus RFA0821AU BT Wholesale Core Global Share Fund View Prospectus RIM0016AU Russell International Shares Fund Class C View Prospectus RIM0017AU Russell International Shares Fund - $A Hedged View Prospectus RIM0022AU Ventura Wholesale International Share Fund View Prospectus RIM0032AU Russell Global Opportunities Fund View Prospectus SBC0822AU UBS International Share Fund View Prospectus TGP0004AU GVI Global Industrial Share Fund View Prospectus THO0003AU RCM Global Equities Fund View Prospectus VAN0003AU Vanguard International Shares Index Fund View Prospectus VAN0005AU Vanguard Emerging Markets Shares Index Fund View Prospectus VAN0105AU Vanguard International Shares Index Fund (Hedged) View Prospectus WHT0018AU Capital Int'l Global Eq Fund View Prospectus ZUR0061AU Zurich Investments Global Thematic Share Fund View Prospectus Specialist International Shares Portfolios ADV0083AU Advance Asian Equity - Wholesale Units View Prospectus AMP0455AU AMP Capital Responsible lnvestment Leaders Int'l Share Fund Class A Units View Prospectus BTA0100AU BT Wholesale American Share Fund View Prospectus BTA0124AU BT Wholesale European Share Fund View Prospectus BTA0130AU BT Wholesale Japanese Share Fund View Prospectus EQI0028AU Aberdeen Asian Opportunities Fund View Prospectus FID0011AU Fidelity China Fund View Prospectus FID0015AU Fidelity India Fund View Prospectus FSF0038AU Colonial First State Wholesale Global Resources Fund View Prospectus FSF0143AU Colonial First State Wholesale Global Technology & Communication Fund View Prospectus FSF0146AU Colonial First State Wholesale Global Health & Biotechnology Fund View Prospectus HBC0010AU Challenger Wholesale Asian Share Fund View Prospectus JBW0103AU GGSJBW Global Small Companies Wholesale Fund View Prospectus JBW0111AU GSJBW Global Health & Biotech Wholesale Fund View Prospectus MAQ0441AU Premium China Fund View Prospectus MAQ0473AU Macquarie BRIC Advantage Fund (Hedged) View Prospectus PLA0001AU Platinum European Fund View Prospectus PLA0003AU Platinum Japan Fund View Prospectus PLA0004AU Platinum Asia Fund View Prospectus PLA0100AU Platinum International Brands Fund View Prospectus PLA0101AU Platinum International Technology Fund View Prospectus ZUR0240AU Zurich Investments Global Small Companies Share Fund View Prospectus Specialist Portfolios CNA0805AU INVESCO Wholesale Protected Growth Fund View Prospectus CSA0063AU Credit Suisse Enhanced Commodity Fund View Prospectus ETL0046AU K2 Select International Absolute Return Fund View Prospectus HFL0108AU HFA International Shares Fund (Hedged) View Prospectus KAM0101AU K2 Australian Absolute Return Fund View Prospectus MAL0018AU BlackRock Global Allocation Fund (Aust) - Class D View Prospectus MAL0030AU BlackRock Asset Alloc Alpha Fd (Class D) View Prospectus MAQ0432AU Macquarie International Infrastructure Securities Fund View Prospectus MAQ0482AU Winton Global Alpha Fund View Prospectus MAQ0598AU van Eyk Gold Bullion Fund View Prospectus MGL0019AU DWS Global Equity Agribusiness Fund View Prospectus MMF1191AU ING WS Protected AUS 50 Trt View Prospectus PMC0100AU PM Capital Absolute Performance Fund View Prospectus PMC0103AU PM Capital Enhanced Yield Fund View Prospectus SLT0006AU Baker Steel Gold Fund View Prospectus SSB0130AU Legg Mason Tactical Allocation Trust View Prospectus
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