Investor Portal: Manage Your Investment Online

Overview at your fingertips

View investment status

Check your current investment holdings at a glance right after your login.

Download recent statements

No more searching for emails with digital statements. Self-serve whenever you need your recent monthly statement.

View transactions earlier

Before the next monthly statement is available, you can see your most recent transactions on screen.

Investor forms

For the active investor that likes getting involved

Switch between funds

Wanting to move your investment into a different fund? Arrange for this change in the portal.

Top up your investment

Would you like to initiate additional investments to a current investment? The investor portal makes it easy.

Ready to redeem?

No need for printing redemption forms, scanning and emailing your instructions. Save yourself some time and apply for redemptions online.

First time using the Investor Portal?

Need your username?

Please call us on

1300 138 044

Download our step-by-step user guide here

Our Multi-Factor-Authentication and secure encryption makes the investor portal more private than a statement letter sent to your home.

Independent from opening hours, your information is readily accessible. You can easily view recent transactions and request trades online.

Investor Forms

If you don’t have access to the Investor Portal you can download and print the relevant form to provide instructions relating to your investments or to update your details. Once you have completed the form, return it to us by email, post or fax. Details can be found on each form.

Opening an Investment

For new investors to apply for an investment with TPT Wealth via paper form.

Application Form - TPT Wealth Cash and Income Funds - Personal

Application Form - TPT Wealth Cash and Income Funds - Entities

Application Form - TPT Wealth Growth Funds

FATCA & CRS Details Form

Investor Identification & Verification Instructions

Existing Investments

Additional Investment Form

To add to your existing investment via EFT or cheque. Additional investments made through BPAY® do not require a form to be submitted.

Switching Investment Form

For switching all or part of your existing investment into a new or existing fund.

Redemption Request Form

Use this form to request a partial or full redemption.

Change of Details

Account Authorities Form

For investors to specify changes to the number of account signatories or the authority for any account signatory to access the investment.

Change of Payment Details and Distribution Election Form

For investors to specify any changes to distribution bank accounts, changes to distribution election, or to notify us of their tax file number (TFN).

Change of Details Form - Managed Funds

For investors to inform us of any changes to their residential address, postal address, contact details, or change of name.

Change of Financial Adviser Form

For clients wanting to notify us about a change of financial adviser, a new financial adviser to be added or a current financial adviser to be removed from their account.

Frequently asked questions

Why invest in a Managed Investment Scheme?

Managed Investment Funds are an option for both experienced investors and also those who are dipping their toe in the water and just starting out. Income funds aim at providing investment returns at competitive variable rates while generating income paid monthly in the form of a distribution to the investors. Growth funds seek potentially higher average investment returns over the long term.

Choose from our range of investment options to best suit your different goals and risk profile. However, ensure you understand the risks associated with Managed Investment Funds, as they are not like a bank deposit or term deposit and have a completely different risk profile. Read the relevant Product Disclosure Statement PDS as well as other documentation before deciding to invest.

Not yet an investor?

Inform yourself about our Cash, Income and Growth Funds here.

Read the relevant Product Disclosure Statement (PDS) and other disclosure documents including the Target Market Determinations, before making an investment decision. If you have done so, you may want to proceed with our online application.

How do I make additional investments?

BPAY^®

BPAY makes adding to your managed funds easy. Use your financial institution’s online banking platform to make a BPAY from your bank account. You will need your TPT Wealth Customer Reference Number (CRN) and fund Biller Code.

You will find your CRN in the investor portal if you are registered, on your most recent investment statement or alternatively contact our Client Services team on 1300 138 044.

Find your fund below and ensure you use the applicable Biller Code for any additional contributions:

Fund Name	Biller Codes
TPT At Call Fund	929513
TPT Fixed Term Fund	929554
TPT Long Term Fund	347377
TPT Select Mortgage Fund	36699
TPT Australian Share Fund	929562
TPT International Share Fund	566414
TPT Diversified Property Fund	566406
TPT Balanced Fund	929521

Electronic Funds Transfer (EFT)

Make an additional investment to your TPT Wealth investment by making an EFT from your bank or financial institution using the following EFT details:
BSB: 062-000
Account Number: 17257060
Please include your Investor Number in the reference field.

Simply submit an Additional Investment Form alongside your payment so that your contribution can be identified. This form will appear in the Investor Portal when transacting online.

Paper forms can be submitted either by mail or fax:
TPT Wealth Unit Registry
PO Box 3721
Rhodes NSW 2138

Fax: 612 9287 0328

Cheque

Please make your cheque payable to ‘TPT Wealth Funds Application Account’ and send with your Additional Investment Form to:
TPT Wealth Unit Registry
PO Box 3721
Rhodes NSW 2138