Applying for Units
Prior to investing in the Trust, we suggest that you seek advice from a professional adviser. The Responsible Entity may, in its discretion, accept or reject applications in whole or in part or issue fewer Units than are applied for.
Once you have downloaded and read the Balmain 30-Day Notice Monthly Income Trust Product Disclosure Statement (PDS), applying for units is a simple process.
Founder Units
Founder Units are the only units available for subscription at this time. The Trustee may issue further classes of units in the future on terms no more favourable than Founder Units. Founder Unitholders, as our first investors, are intended to always enjoy preferential rights to holders of any future unitholder classes.
1. Complete the online application form
Please read the information below carefully. The information you need to provide to complete the application form is different for each account type as outlined below.
If you have any questions please call the Balmain Investments Team on +61 2 9232 8888.
My account will be set up as:
Information Required
- Name and Type of trust (e.g. SMSF, Family Trust)
- Date of Trust Deed
- ABN (if applicable)
- Tax File Number
- Individual Trustees: Name, date of birth and residential address for each individual
- Corporate Trustees: Company details (See requirements for Company)
- Bank Account Details (for distribution payments)
Certified Documents Required
A certified copy of the Trust Deed is required for all trusts.
Alternatively, call us with the details of your SMSF administrator and we will source the necessary documents on your behalf.
Each individual attached to an account must have a unique email address and mobile phone number.
Information Required
- Mobile number and email address
- An Australian residential address
- Drivers licence number (if applicable)
- Tax File Number
- Bank Account Details (for distribution payments)
Certified Documents Required
- None*
Each individual attached to an account must have a unique email address and mobile phone number.
* If we are unable to confirm your identity using Electronic Verification methods you will need to provide extra documents. You will be notified of this on completion of the form.
Information Required
- Business/Company number (ABN, ACN)
- Date of Incorporation/Registration
- Registered office address & principal business address
- Tax File Number
- Name, date of birth and residential address for all directors
- Bank Account Details (for distribution payments)
Certified Documents Required
None*
Each individual attached to an account must have a unique email address and mobile phone number.
* If we are unable to confirm your identity using Electronic Verification methods you will need to provide extra documents. You will be notified of this on completion of the form.
When you begin the application form, you will receive an email containing a ‘continue link’, enabling you to save and continue your progress at any point. The email also contains a unique ‘completion pin’ which you will need in order to submit your completed application form.
2. Transfer your initial investment amount
The minimum initial investment into the Trust is $50,000 which is invested into Units.
Once your application is complete, you will be sent payment instructions, together with a specific payment reference to identify your payment.
You can transfer your application monies via BPAY, EFT or pay by Cheque.
You will also receive your password and login details to your online Investor Control Console.
Payment is made to
Balmain 30-Day Notice Monthly Income Trust
c/o- Balmain NB Corporation Ltd
GPO Box 3570
Sydney NSW 2001
