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INVESTMENT APPLICATION FORM There is a PDS dated 30 September 2016 for investing in the Murdoch Clarke Mortgage Fund issued by Murdoch Clarke Mortgage Management Limited ACN 115 958 560 AFSL No.296758.

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How to fill out the Murdoch Clarke Mortgage Fund online

Filling out the Murdoch Clarke Mortgage Fund application form is a straightforward process that enables users to invest in the fund. This guide provides clear, step-by-step instructions to assist you in completing the application accurately and efficiently.

Follow the steps to fill out the Murdoch Clarke Mortgage Fund application form online.

  1. Press the ‘Get Form’ button to access the application form and open it in your preferred document editor.
  2. Enter your personal information in the section labeled 'Name 1'. Fill in your surname and given names, selecting the appropriate title (Mr, Mrs, Ms, Miss), and provide your date of birth.
  3. If applicable, enter the details for 'Name 2', filling out the surname, given names, title, and date of birth.
  4. For corporate applications, fill in the company, partnership, trust, or business name along with the place of incorporation.
  5. Complete your residential address as well as your mailing address, including the respective postcodes.
  6. Provide your email address and telephone numbers, specifying business hours and after-hours contact.
  7. Input the desired deposit amount for your investment.
  8. Indicate whether you wish to add this application to an existing account by entering the account number if applicable.
  9. Select your preference for additional investments by ticking the appropriate box.
  10. Decide whether you want to receive emailed alerts when material information is updated about the fund, and indicate your choice.
  11. For interest distribution, select whether you want to reinvest your earnings and provide your bank details, including the bank name, BSB number, account number, and account name.
  12. If you are making a joint application, indicate whether both parties must sign or if either can sign.
  13. Provide the Tax File Numbers for both applicants, including any applicable exemptions.
  14. Read and acknowledge the declaration section, ensuring that you understand and agree to the terms outlined.
  15. Both joint investors must sign the form, including the date of signature.
  16. Once completed, save your changes, and download, print, or share the application form as needed.

Complete your Murdoch Clarke Mortgage Fund application form online today.

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Mortgage investing is a great way to passively grow your nest egg. It doesn't require substantial upfront investment, but you'll still earn stable monthly income and higher returns. Don't have enough upfront capital to make a downpayment on a house?

Mortgage fund investments are a type of managed investment where investors' funds are lent to a borrower in the form of a mortgage. The borrower pays interest which is passed on to the investor. There are typically two ways investors can go about it. Either in pooled or stand-alone managed fund trust structures.

A mutual fund is a pool of money managed by a professional Fund Manager. It is a trust that collects money from a number of investors who share a common investment objective and invests the same in equities, bonds, money market instruments and/or other securities.

A mutual fund is a pooled collection of assets that invests in stocks, bonds, and other securities. When you buy a mutual fund, you get a more diversified holding than you would with an individual security, and you can enjoy the convenience of automatic investing if you meet the minimum investment requirements.

A mutual fund that invests money in mortgages to create income for investors. The income comes from the payments the mortgage holders make.

Mortgage funds are considered secure investments. However, the market values of mortgages can vary with changes in mortgage rates. Consequently, mortgage mutual fund values can also fluctuate. Mortgage funds are generally a lower-risk investment than equity and bond funds.

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