Caruso Investor Portal FAQs
Caruso is the new registry provider for Charter Hall Institutional Property Funds
Caruso provides registry administration services and secure digital access to your Charter Hall institutional investments.
Through the Investor Portal, investors will be able to access documents and transaction information, manage account details and complete investment applications.
This change is administrative only and does not affect your investments, fund holdings or investment terms. Access will be available from 16 November, 2026.
Investor portal support
What you need to know
Will my investor number change?
No. Investors will continue using their existing investors number as their Investing Entity ID.
What are the new registry contact details?
From 16 November 2026, all registry enquiries and correspondence should be directed to:
Caruso Software AU Pty Limited
ABN 28 672 398 382
Email
[email protected]
Investor Portal
https://institutional.charterhall.com.au/login
Mailing address
Charter Hall Institutional Property Funds
c/o Caruso Software AU Pty Limited
PO Box R775
Royal Exchange NSW 1225
Are there any changes to the funds or offer documents?
No. The transition to Caruso is an administrative change only and does not alter the terms, features, risks or investment objectives of any Charter Hall fund.
What happens to my historical documents and transaction history?
Historical registry records, documents and transaction information will be transferred to Caruso and made available through the Investor Portal.
Who can be an Authorised Decision Maker for my investing entity?
An Authorised Decision Maker is someone within your organisation who is authorised to make changes to your investment account. This may include updating distribution preferences, banking details, contact details and communication preferences, or applying for Charter Hall funds that are open for investment.
To nominate an Authorised Decision Maker, contact the Institutional Client Services team at [email protected].
Group email accounts cannot be nominated as an Authorised Decision Maker.
Will I still need to complete paper application forms or AML/KYC documentation?
No. As part of the transition to the new Investor Portal, paper application forms and standalone AML/KYC forms will no longer be required.
Applications, identity verification and supporting documentation will instead be completed securely through the Investor Portal, making the application and onboarding process faster and easier.
Glossary
Entity ID — the reference number for the holding
Investing Entity — the entity that owns the holding
Fund — the fund the holding is in
Class — the unit class
Current holdings - Number of holdings currently active
Capital committed - Total capital committed
Capital contributed - Total capital deployed
Income distributed (cash distributions) - Total income provided
Holding value - total value of holding
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Need more help?
For help accessing the Investor Portal, updating registry information or questions about your holdings, contact Caruso.
Email: [email protected]
For questions about the registry transition or your Charter Hall Institutional Property Fund, contact our Institutional Client Services team.
Email: [email protected]
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