Adviser resources
Here are some tools, tips and insights to help make ethical investing easy for you and your clients.
Useful links
Made for you
Investing for a better future
An overview of what we offer and why Australian Ethical is the choice for a better future
Ethical Australian shares funds
Learn more about our range of actively-managed ethical Australian shares funds
Balanced Fund
A total portfolio solution for the future-focused investor
Australian Shares Portfolio
An actively-managed, concentrated portfolio offering the transparency and flexibility of an SMA strategy
Better Managed Funds
Nine ethical managed funds covering the full range of risk and return
Simply better super
An award-winning super solution that is 100% ethical
Moderate Fund
A total portfolio solution for risk conscious investors seeking stability and capital preservation from their investment
Conservative Fund
A total portfolio solution for risk conscious investors aiming to reduce the volatility of returns from their investment
Having positive climate conversations
Five tips from author Dr. Rebecca Huntley on how to talk about climate change
Industry news
Product info
Form downloads
Managed funds application form
New investors can join us using our application form
Adviser third party and fee authority form (Managed Funds)
Complete this form to gain access to your client's Australian Ethical account(s) or to setup or amend an adviser service fee arrangement
Additional investment application form
Current investors can apply for additional investment
Withdrawal form
Withdraw units from your investment(s) in the managed funds
Forms
Super application form
Pension application form
This Application Form is for investment in a Pension account with Australian Ethical Super.
Third Party Information and Fee Authority Form
Super / Pension
Third Party Information and Fee Authority Form
for ex-Christian Super members
Super rollover form
Complete this form to help your client rollover their other Super accounts into the Australian Ethical Super account. This form is for advisor-use only.
Change of investment option form
Update your investment option or future contribution strategy.
Tax file number declaration (ATO)
Applicants under the age of 60 who are transitioning to retirement or wanting to start an Australian Ethical Pension account will need to complete this form.
Binding death benefit nomination form
Make a binding nomination of beneficiaries who are to receive your Super in the event of your death.
Transfer of insurance cover form
Use this form if you have insurance outside of Australian Ethical Super and you'd like to transfer your cover to us.
You can view your managed funds clients via the AdviserServe portal provided by Boardroom.
Managed funds
For retail Super and Pension clients, the portal is provided by Mercer.
Check out the user guide if accessing for the first time.
Super & PensionGet in touch
Contact a member of our Adviser Relationship Team today if you would like to learn more about responsible investing or our range of ethical investments.
Contact a BDM