|
Switching Investments
BUSS(Q) gives you the flexibility to switch your investment option or mix of options at any time. There is no charge to change your investment options. Switches are effective from the day following the declaration of the next unit price. Unit prices are declared weekly. All switch requests received in the period 12.01 am Saturday to 12.00 midnight the next Friday (Brisbane time), will be processed with an effective date as at the next Wednesday, following the declaration of the weekly unit price. There are two ways to change your investment selection: 1. On-line through MemberAccess above 2. Using the Member Investment Choice form (click below to download) Member Investment Choice form - Personal Plan
Member Investment Choice form - Employer Sponsored Plan
Member Investment Choice form - Retirement Pension & Transition to Retirement Pension
If you switch using a Member Investment Choice form, you will receive a letter confirming your switch once your form has been processed. Please read it carefully to verify your investment switch has been actioned in accordance with your instructions. Should you identify an issue with your investment switch, or you do not receive a confirmation letter, please contact us immediately on FREECALL 1800 657 216 to confirm your switch instruction. If you switch online, you will receive confirmation that your instruction has been submitted on the screen once you click on the confirm button. Investment choices made on a Membership Application form will not be subject to the weekly switching cycle procedure, and will be actioned using the unit price(s) in force at the time of processing, as per all other applications and redemptions. We cannot accept investment switch requests received verbally or in written correspondence. Switches must be made using one of the two options above.
|
