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Adviser resources

Adviser portals

Login to manage your clients’ investments.

For direct managed fund clients, the adviser portal is provided by our unit registry provider, Boardroom.

For retail Super and Pension clients, check out the user guide on how to register for access and when for the first time.

Direct Managed Funds Retail Super

Managed Funds performance & unit prices

Our returns are provided on an after-fee basis, so you know exactly how they performed.

Super performance & unit prices

See how our super options have performed. Our returns are provided on an after-fee basis.

Pension performance & unit prices

Find out more about pension performance, returns and unit prices.

Forms for Managed Funds clients

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 for Super & Pension clients

Adviser third party and fee authority form (Super & Pension)
Complete this form to gain access to your client's Australian Ethical account(s), or amend an adviser service fee arrangement.
Super application form (paper)
Complete this form to align your client's value with an appropriate ethical super option. This form is for advisor-use only.
Super rollover form (paper)
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.
Pension application form (paper)
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.

Looking for more forms or PDS?

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