Investing with Charter Hall is easy, with the following 4 steps.

And if at any time you need help just contact us on 1300 652 790.

Step 1
     
Step 1 pic
    Read the Product Disclosure Statement                     Step 2 pic
    Consider the offer, paying particular attention to the risks set out in section 5.
Step 3
      Step 4
Step 3 pic
    Consult your financial adviser, stockbroker or other professional adviser. You can also call us on
1300 652 790.
      Step 4 pic
    Access our online applications (Australian investors only). Alternatively you can complete a hardcopy application form and mail it to us.

 

Before you begin an online application, its worth having the following information ready.

Existing investors: 

  • your investor number
  • name 
  • postcode 
  • email address

This will pre-populate the application for you. Once complete you will be emailed a declaration to sign, scan and return by email to regsitry. You may also need to complete the identification form in the PDS and mail original documents if you are investing under a different name and cannot be e-verified. 

New investors: 

  • email address
  • your Drivers Licence, Passport or Medicare Card (for individual or joint investors)
  • your company name, ABN and registered office address - refer to your ASIC certificate or http://abr.business.gov.au (for companies)
  • your super fund name, address - refer to your SMSF registration or http://superfundlookup.gov.au (for super funds)

Once complete you will be emailed a declaration to sign, scan and return by email to registry. If you are a trust (investor type) you cannot be e-verified and will need to supply AML Documents separately (this will be outlined to you during the online applications process).

Steps after you have completed your online application 

Once you have completed your online application and received a declaration to sign via email please send to registry (either scan and email it, or mail it). Depending on what payment option you choose, you may need to send us your cheque, send in a direct debit request form or contact registry for a BPAY® reference.

Units in the fund will only be issued once all requirements have been received by regsitry. You will receive confirmation of your investment generally within a week of application.  

Frequently asked questions

I'm not sure if my documents are correctly Certified?

Page two of the identification form will tell you all you need to know about certified documents. If you have any questions contact registry. 

What is the minimum investment amount?

The minimum investment amount for direct investors is $20,000, and the minimum additional investment is $1,000.

What form of payment do you accept? 

  • Cheques made payable to ‘CHDPML – CH Direct Office Fund Application Account’ crossed 'not negotiable' 
  • BPAY® is for Australian investors only, and a reference number must be included on your application. To request a BPAY® reference number contact registry
  • Electronic funds transfer to the following account, and remember to include a reference (name of applicant) on the application form
    Account name: CHDPML – CH Direct Office Fund Application Account  
    Bank: Westpac
    BSB: 033 002
    Account number: 844 558
  •  Direct debit is for Australian investors only, and you must complete the seperate direct debit request form and return it with your application. 

Contact

Registry (fund administration) - Boardroom

For enquiries regarding your personal holding in a fund. This includes account balances, unit price and distribution enquiries, requesting a statement, changing contact details and assistance with investor online facilities. Please have your investor number (as shown on your distribution statements) ready to quote.

Charter Hall (manager)

For enquiries regarding the management of a fund. This includes a funds performance, strategic direction, property portfolio holding and new investment opportunities.