Our investors have multiple ways that they can contribute further funds to their investments with us. 

  1. To add funds to your existing portfolio(s) you can simply use the BPAY details first emailed to you. We will invest the funds in line with your current portfolio(s) allocation. If you don't have the BPAY details see Step 2.

  2. Log on and go to My Account > Add funds. Here you can:

    1. Distribute additional investment across your existing model

    2. Distribute additional investment to one or more specific models

    3. Custom - Distribute additional investment and adjust current model weights

    4. For more help see Adding a new Model Portfolio(s) or making a targeted contribution

  3. Lastly, you are able to create a Regular Contribution Plan which requires a minimum of $100 to be made available to be drawn from your nominated bank account via direct debit in the middle of each calendar month. 

If this option suits you then please click the article linked below on how to set up a plan through your My Account section.

Setting up, or changing, my Regular Contribution Plan

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