Select the fund that you wish to invest in, by using the search facility on our Find a Fund page.  You can also browse through our list of PDS’s on our Complete List of PDS’s page

Obtain the Product Disclosure Statement (PDS), by either:

Downloading a PDS
Once you have searched for your find, simply click on PDF icon to download the PDS.  You will be asked if you have read our Financial Services Guide (FSG). This document provides you with details regarding our service. You will be required to acknowledge that you have read the FSG before proceeding with the download.

Order a PDS.
Once you have searched for your find, simply click on “add to order”.   
Having done this a list of PDS’s to be ordered appears. Once this list is complete, click on the “submit order” button.  You will be asked if you have read our FSG. This document provides you with details regarding our service. You will be required to acknowledge that you have read the FSG before proceeding. Having done so, enter your mailing details and your order will be processed, you should receive your chosen PDS’s within 3 business days.

Read the Product Disclosure Statement(s) carefully and complete the attached application form(s).

To ensure you receive the full discount on entry fees, the application form(s) contained in the Product Disclosure Statement(s) will be pre printed with our details and some of the boxes on the application forms may be pre checked. Do not alter our details in any way, otherwise you might not receive your rebate of entry fees.

You should note that where a PDS contains a nil entry fee option and an entry fee option, we will have pre selected the entry fee option and elected to rebate all initial commissions. This ensures that you pay no entry fees as well as accessing the lower ongoing fee offered within the PDS.

Make your cheque(s) payable to the fund manager(s) as described in their Product Disclosure Statement(s). 

Return the completed application form(s), together with the relevant cheque(s), directly to each of the fund managers' postal address as detailed in their Product Disclosure Statements. Alternatively you can return them to us in the postage paid envelope we will provide you.

Note: You should retain the Product Disclosure Statements for your records.

Do You Require Any Assistance? - At No Cost

We at selfinvest.com.au would be pleased to assist you with any of the following matters:

Completing the application forms in the Product Disclosure Statements.
Arranging transfers of funds from other fund managers or superannuation funds.
Any other questions you may have.

Simply contact us on Ph: 1300 780 690 or Email: admin@selfinvest.com.au