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Looking out for you®
| Description | File Size | Type |
|---|---|---|
| Product Disclosure Statement (PDS) | 1.93 MB |  |
| New Investor Application Form | 186 KB | |
| Description | File Size | Type |
|---|---|---|
| Transfer Of Investment | 190 KB | |
| Direct Debit Request | 149 KB | |
| Change of Account Details | 121 KB | |
| Request to change Financial Adviser | 127 KB | |
| 12 Month Term Account Regular Access Option Request | 281 KB | |
| Third Party Access Request | 87 KB | |
| Foreign Account Tax Compliance Act (FATCA) Details | 84 KB | |
| Appointment of Financial Adviser | 150 KB | |
| Description | File Size | Type |
|---|---|---|
| Fund Fact Sheet | 5.08 MB | |
| Quarterly Update - High Yield Investment Account | 2.21 MB | |
| Fund Performance Summary - 2017 Highlights | 2.69 MB | |
| Fund Investment Snapshot + Portfolio Metrics | 397 KB | |
| Fund Annual Report - 2017 | 2.85 MB | |
| La Trobe Financial Asset Management Limited Report - 2017 | 5.6 MB | |
| Fund Constitution | 2.67 MB | |
| Description | File Size | Type |
|---|---|---|
| Guide to Effective Rates of Return for Investors | 465 KB | |
| La Trobe Financial’s Risk Management Systems | 1.61 MB | |
| ASIC Guide to Investing | 1.7 MB | |
| ASIC Money Smart Website | n/a |  |
| Compliments And Complaints | 99 KB | |
| Tax File Numbers | 73 KB | |