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Investors

For information about your holding, including tax statements, distributions and changing contact or bank details, please click the link below.

Automic Investor Portal

Advisers

For information about your client’s holdings, including tax statements, distributions and changing contact or bank details, please click the below link.

Automic Adviser Portal

For phone and email enquiries regarding your personal holding in a Trust. This includes account balances, unit price and distribution enquiries, requesting a statement, changing contact details, and assistance with investor online facilities. Please have your Security Reference Number (SRN) (as shown on your Holding Statement) ready to quote.

[email protected]

1300 288 664 (within Australia) or +612 9698 5414 (outside Australia)