How do I change my investment option?
You can change or switch your investment options at any time by logging into your account or giving us a call.
Generally, investment switch requests submitted online before 4.00pm (Sydney time) on a Business Day will be processed using that day’s unit price. If the online investment switch is submitted after 4pm (or on a day other than a Business Day) the following Business Day’s unit price will be used. An exception to this process is if a pending transaction (such as a contribution) has been received but is yet to be processed. In this case, the pending transaction will be processed first and the investment switch will be processed within 2 business days after it was submitted online and will receive the unit price for the day it was processed, not the day it was submitted.
What to consider before you change your investment options:
- Check our investment fees page before you make any changes as the investment options have different fee amounts
- Consider if you're comfortable with the amount of risk associated with your investment options.
How long does it take to calculate a unit price?
It takes up to two business days to calculate the unit price. During these two days, we calculate the value of all the assets we invest in and the number of units on issue, which is affected by contributions and withdrawals.
We need these valuations to accurately calculate the unit price for any of our investment options.
To find out more about how unit prices are calculated and used, please see our legal disclaimer.