Invest via BPAY®

Who can use BPAY®?

Existing Morningstar investors can use BPAY to apply for units in an eligible fund.

Contact Customer Service team on:

• P: 1800 951 999 or
• E: [email protected]

How do I use BPAY®?

Follow the below steps:

• Read the disclosure document for the relevant portfolio(s).
• Invest using BPAY from your nominated financial institution.
• Enter the relevant Morningstar BPAY Biller Code for the fund you wish to invest in.
• Enter your 10-digit Customer Reference Number (CRN).
• Enter the amount you wish to invest. Please note that minimum additional investment amounts applies for each fund.
• You will receive a transaction confirmation from our unit registry service provider once your funds have been unitised.

How do I get my BPAY® Customer Reference Number?

Existing investors can locate the CRN on the Welcome letter and Transaction Statements issued by our unit registry services provider, Link Market Services.

Alternatively, you can contact the Customer Service team on 1800 951 999 for your CRN.

What is the fund Biller Code?

For more information, go to www.bpay.com.au.

BPAY® is a service and registered trademark of BPAY® Pty Ltd ABN 69 079 137 518.