Client Support

Forms

Every time you transact with us or change your details you will need to complete a standard form. By completing a standard forms we can process your request quicker.

You can now complete all our standard forms online using the new forms wizard. You can add to your investment, change your details, switch funds, make a withdrawal and more. All you need to do is complete your details online, print out the automated PDF and return it to us. Save time and do it online.

You will need Adobe Reader to view the form. Download it for free on the Adobe website.

 

Managed funds

Complete
Online 		Download
PDF
    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.
    Tax File Notification
To quote a TFN or claim an exemption.
    Transfers
Transfer all or part of an investment to another person or entity.
    Withdrawal
Making a partial or full withdrawal.

 

Pooled Superannuation Trusts

Complete
Online 		Download
PDF
    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.
    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.

 

Managed funds - New Zealand Investors

Complete
Online 		Download
PDF
    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.

 

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Vanguard Institutional Sales Team


Available from 8:00am to 6:00pm, Monday to Friday (Melbourne time)

 

Phone: 1300 655 102

Fax: 1300 765 712

 

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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Call us on 1300 655 102
GENERAL ADVICE WARNING

Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263 / RSE Licence L0001335) is the product issuer. We have not taken your circumstances into account when preparing the above information so it may not be applicable to your circumstances. You should consider your circumstances and our Product Disclosure Statement (PDS) before making any investment decision. You can access our PDS on our website or by calling us. This information was prepared in good faith and we accept no liability for any errors or omissions. Past performance is not an indication of future performance.

We are the trustee of: Vanguard® Personal Superannuation Plan ABN 81 550 468 553 / Vanguard® LifeStrategy® Index PST - Conservative ABN 73 765 732 050 / Vanguard ® LifeStrategy® Index PST - Balanced ABN 23 846 775 905 / Vanguard ® LifeStrategy® Index PST - Growth ABN 95 836 361 772 / Vanguard® LifeStrategy® Index PST - High Growth ABN 61 378 605 876.

© 2010 Vanguard Investments Australia Ltd. All rights reserved. "Vanguard", "Vanguard Investments", "LifeStrategy" and the ship logo are the trademarks of The Vanguard Group, Inc.