Get Au Hub24 0537c 2021-2026

This guide provides a step-by-step approach for filling out the AU HUB24 0537C application form online, ensuring a smooth and efficient experience. By following these instructions, users with varying levels of experience will be able to complete the application accurately and correctly.

Follow the steps to successfully complete the application form.

1. Click the ‘Get Form’ button to obtain the application form and open it in your preferred digital editor.
2. Select your account type in Section 1 of the form. Choose from options such as Individual, Joint, Trust, Superannuation fund (SMSF), Company, Partnership, and more. Ensure that you only select one option.
3. Proceed to Section 2 and choose either 'Core Menu' or 'Choice Menu'. Only one option can be selected; consult with your adviser to confirm access.
4. In Section 3, provide details for Investor 1 and, if applicable, Investor 2, including names, titles, tax file numbers, and birth dates. All fields must be completed accurately.
5. If applicable, complete Section 4 by providing information for other investors like companies or trusts. Ensure to use full names and provide necessary tax numbers.
6. Fill out Section 5 by entering the contact person’s details. This individual should receive all correspondence regarding the account.
7. In Section 6, indicate the source of your contributions into the account and specify the initial contribution amount, adhering to the $20,000 minimum deposit requirement.
8. Detail your contribution methods in Section 6. You can select from cheque, electronic funds transfer, or direct debit options.
9. Complete Sections 7 through 13 depending on your investment choices, authorized fees, and expectations regarding managed portfolios, ensuring you understand the implications of each choice.
10. Finally, review Section 15 where you will need to declare and sign that the information provided is true and correct. Ensure that all applicants (if more than one) have signed the application form.
11. After completing the application, you can save changes, download, print, or share the form as necessary.

Complete your application form online today to start your investment journey!