Transfer Forms

Transfer Type

Form

Mandatory Supporting Documentation

  • Government issued photo ID (driver’s licence or passport). It must show your
    signature
  • Government issued photo ID (driver’s licence or passport). It must show your
    signature
  • Holdings statement (or dividend statement) dated within 12 months, showing the full SRN (not redacted).

Please note: 

  • For transfers from Australian Investment Exchange (AUSIEX), please supply a certified copy of your photo ID
  • For Broker to Broker transfers, these can be completed paperless via the Superhero web platform. These forms are only necessary if you can't access the Superhero web portal.