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Managed Funds INVESTMENT STATEMENT & APPLICATION FORM PREPARED AT 9 MAY 2016 important information (The information in this section is required under the Securities Act 1978.) Investment decisions
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How to fill out managed funds investment statement

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How to fill out a managed funds investment statement:

01
Obtain the investment statement form from your managed funds provider.
02
Fill in your personal information, including your name, address, and contact details. This is important for identification purposes.
03
Provide your tax file number (TFN), if applicable. While it is not mandatory, providing your TFN can help you avoid paying additional taxes on your investment earnings.
04
Indicate the amount you wish to invest in the managed fund. You can either specify a lump sum or set up regular contributions.
05
Choose the investment option(s) you want to invest in within the managed fund. Depending on the fund, there may be various investment options available, such as growth, balanced, or conservative.
06
Specify how you want any future distributions to be paid. You may choose to have the distributions reinvested back into the fund or paid out to you in cash.
07
Complete the declaration section of the investment statement, where you acknowledge that you have read and understood the terms and conditions of the managed fund.
08
Review the information you have provided to ensure its accuracy and completeness.
09
Sign and date the investment statement.
10
Submit the completed investment statement to your managed funds provider either electronically or by mail.

Who needs a managed funds investment statement?

01
Individuals looking to invest in a managed fund.
02
Investors who want professional management of their funds.
03
Those seeking diversification as managed funds typically invest in a variety of assets.
04
Individuals aiming for long-term investment growth.
05
Investors who want access to professional investment advice and research.
06
Individuals looking for flexibility in terms of investment options and contribution amounts.
07
Those who are comfortable with pooling their funds with other investors in order to achieve economies of scale.
08
Investors who are willing to accept the risks associated with the investment strategy of the managed fund.
09
Those who want regular reports and updates on the performance of their investment.
10
Individuals seeking a regulated and monitored investment vehicle.
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A managed funds investment statement is a document that provides detailed information about an individual's investments in managed funds.
Individuals who have investments in managed funds are required to file a managed funds investment statement.
Managed funds investment statements can be filled out by providing details about the investments held, such as fund name, investment amount, and returns.
The purpose of a managed funds investment statement is to provide transparency and accountability for an individual's investments in managed funds.
Information that must be reported on a managed funds investment statement includes details about the investments held, such as fund name, investment amount, and returns.
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