How do I set up my dividend preferences?

Want to set up a dividend reinvestment plan or make sure your dividends are paid out?

Mitchell Datson avatar
Written by Mitchell Datson
Updated over a week ago

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With the Intelligent Investor Funds, you can choose to:

  • Have your dividends fully reinvested

  • Partially Reinvested

    • You can nominate how many units. Unused distributions will be sent to your nominated bank account as cash

  • Not participate in the dividend reinvestment

    • All distributions will be sent to your nominated bank account as cash

For more specific information, please read Distribution Reinvestment Plan Rules. This is found on each II fund product page.

How to set up DRP

To set up and amend your distribution reinvestment preferences in the future you will need to login to the share registry.

How to access the share registry

If you already have a login with Link, you can log in here.

How to register your holdings on Link Market Services

If you don't have a login with Link, go here to register.

When registering your holding on Link Market Services:

  1. Enter ISFM - InvestSMART Funds Management as the issuer.

  2. Enter your HIN (starts with an X) or SRN (starts with the letter I)

  3. Enter your postcode

Screenshot of example

Need Help?

See Link's FAQ or contact them directly.

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