Yes, a transfer takes place when you decide to sell all or part of your investment to another person or entity.
A transfer is a change of ownership of units within the same fund. A separate standard transfer form is required to transfer your holding for each registered holding.
Please seek financial advice.
The standard transfer form can be found on our Documents & Forms page.
Please note that when a transfer takes place, our registry treats this as a new holding, even if it is a simple name change with the same trustees or company directors. Therefore all banking details, tax file numbers, Australian business numbers (ABNs) and adviser details will need to be provided on the new transfer form.