Client Support
Forms
Vanguard now requires all advisers to use Vanguard standard forms for every transaction to avoid a delay in processing your clients' instructions.
You can now complete all our standard forms online using the new forms wizard. You can add to your clients' investment, change contact details, switch funds, make a withdrawal and more. All you need to do is complete the online form, print out the automated PDF and return it to us. Save time and do it online.
You will need Adobe Reader to view these forms. Download it for free on the Adobe website.
Investors with managed funds up to $500,000
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Additional Application To add to your existing investment via cheque. Payments made through BPay do not require a form to be submitted. |
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Authorised Representative To appoint an authorised representative to act on your behalf |
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Change of Details Change name, address or distribution details. |
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Change of Adviser Details To change the details/inform us of a new adviser/adviser review fee arrangement. |
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Switching Switching part or all of your investment to a different fund. |
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Tax File Notification To quote a TFN or claim an exemption. |
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Transfers Transfer all or part of an investment to another person or entity. |
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Withdrawal Making a partial or full withdrawal. |
Vanguard Personal Superannuation Plan Members
| Complete Online |
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Non-binding nomination of beneficiaries form Nominate who your benefits will be paid to. |
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Change of details Change your personal details and/or plan details. |
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Contributions These forms need to be completed each time you remit personal contributions to the Plan. |
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Employer contribution This form provides instructions for your employer to make contributions on your behalf. |
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Rollover Complete this form to rollover your super benefit from another complying super fund. Vanguard will arrange for the rollover on your behalf. |
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Switching Switch between all or part of your existing investment options. |
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Withdrawal Making a partial or full withdrawal. |
Vanguard Personal Pension Plan members
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Change of details Change name, address or distribution details. |
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Switching Switching part or all of your investments to a different fund. |
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Vanguard Personal Pension Plan compliance advice This letter provides compliance advice to your employer. |
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Withdrawal Making a partial or full withdrawal. |
Investors with managed funds over $500,000
| Complete Online |
Download |
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Additional Application To add to your existing investment via cheque. Payments made through BPay do not require a form to be submitted. |
| |
|
Authorised Representative To appoint an authorised representative to act on your behalf |
| |
|
Change of Details Change name, address or distribution details. |
| |
|
Switching Switching part or all of your investment to a different fund. |
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|
Transfers Transfer all or part of an investment to another person or entity. |
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Withdrawal Making a partial or full withdrawal. |
Pooled Superannuation Trusts
| Complete Online |
Download |
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Additional Application To add to your existing investment via cheque. Payments made through BPay do not require a form to be submitted. |
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Change of Details Change name, address or distribution details. |
| |
|
Switching Switching part or all of your investment to a different fund. |
| |
|
Transfers Transfer all or part of an investment to another person or entity. |
| |
|
Withdrawal Making a partial or full withdrawal. |
New Zealand investors with managed funds over $500,000
| Complete Online |
Download |
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Additional Application To add to your existing investment via cheque. Payments made through BPay do not require a form to be submitted. |
| |
|
Change of Details Change name, address or distribution details. |
| |
|
Transfers Transfer all or part of an investment to another person or entity. |
| |
|
Withdrawal Making a partial or full withdrawal. |
AML identification forms
Under the Anti-Money Laundering and Counter Terrorism Financing Act 2006 (Cth) it is now mandatory for investors to verify their identity when submitting their initial application. IFSA/FPA standard identification forms for associations, government bodies and registered co-operatives are available below. These should accompany all new application for investment forms.
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Individuals & Sole Traders |
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Australian & Foreign Companies |
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Associations |
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Government Bodies |
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Partnerships & Partners |
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Trusts & Trustees |
Some forms can be faxed to 1300 765 712 but conditions apply. For further information, refer to your PDS or contact Adviser Services.
Vanguard Adviser Services Team
Phone: 1300 655 205
Fax: 1300 765 712
Email: adviserservices@vanguard.com.au
Street Address
Level 34, Freshwater Place
2 Southbank Boulevard
Southbank, Victoria 3006
Postal Address
Vanguard Investments Australia
GPO Box 3006
Melbourne, Victoria 3001
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