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What is a Specific Contribution?
A specific contribution is when you want to add funds to either a new portfolio or an individual portfolio within your account. Please note that you can hold multiple single asset class portfolios per account but only one diversified portfolio per account.
If you wish to hold multiple diversified portfolios then you will need to have multiple accounts.
How do I do this?
You can add funds to a new portfolio alongside your existing portfolio(s) or choose to add funds to a specific portfolio online.
Go to Add funds
Click 'Add Funds'
Enter Contribution Amount by Dollar Figure ($)
Provide New Allocation Breakdown by Percentage (%) and then select Next
Select Verify to receive a Code via Email or SMS
Enter Code to Complete Verification
You'll be shown and emailed your Bpay details so you can make the funding payment.
If you change your mind and haven't sent funds, you can cancel the request. This will allow you to start a new request.
Examples of each contribution type
Adding a new Model Portfolio(s) to your PMA
You have $10,000 in the Growth Portfolio already and want to add a new $10,000 investment into the International Equities Portfolio.
Contributing to a specific Model Portfolio(s) within your existing PMA.
You have invested $10,000 in the Growth Portfolio and $10,000 in the International Equities Portfolio but only want to add $5,000 to the Growth Portfolio.