Investor Portal

Overview at your fingertips

For the active investor that likes getting involved

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.

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 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


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

Investor Login