Forms
Investor Forms
Investor Change of Details Form
Investor Electronic Communications and Fax Authority Form
Investor Tax File Number Declaration Form
Adviser Forms
Adviser Change of Details Form
Marketing Materials Order Form
Dealer Group Forms
Dealer Group Registration Form
Dealer Group Change of Details Form
Dealer Group Fax Authority Form
AML/CTF Forms
Off-Market Transfers
All RFM funds are currently registered in the ACT and as such are no longer subject to Stamp Duty assessment.
Since 1 July 2010, the ACT Revenue Office no longer assesses Stamp Duty on units or shares in Unlisted Companies or Unit Trusts.
To conduct an Off-Market Transfer, please refer to the following forms:
Transfer Instructions, Off-Market Transfer Form and New Investor (Transfer) Form
Please note that all Off-Market Transfers signed on or before 30 June 2010 will still be subject to Stamp Duty Assessment by the ACT Revenue Office. Please contact Investor Services for the appropriate forms and instructions if your transfer was signed prior to 1 July 2010.
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