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
Ethical Australian shares funds
Balanced Fund
Australian Shares Portfolio
Better Managed Funds
Simply better super
Moderate Fund
Conservative Fund
Having positive climate conversations
Industry news
Join us for our virtual launch event where we will highlight key insights and trends that have shaped the responsible investment landscape in Australia, followed by discussion by industry leaders and experts. Our annual benchmark report is a vital resource for the responsible investment sector, measuring the size, growth, and performance of responsible, ethical, and impact investments each year.
Details:
18 September 2023 – Online
Reserve a spotJoin us for our virtual launch event where we will highlight key insights and trends that have shaped the responsible investment landscape in New Zealand, followed by discussion by industry leaders and experts. Our annual benchmark report is a vital resource for the responsible investment sector, measuring the size, growth, and performance of responsible, ethical, and impact investments each year.
Details:
10 October 2023 – Online
Reserve a spotProduct info
Form downloads
Managed funds application form
Adviser third party and fee authority form (Managed Funds)
Additional investment application form
Withdrawal form
Forms
Super application form
Pension application form
Third Party Information and Fee Authority Form
Third Party Information and Fee Authority Form
Super rollover form
Change of investment option form
Tax file number declaration (ATO)
Binding death benefit nomination form
Transfer of insurance cover form
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