Charter Hall Direct PFA Fund (PFA)
Resources
Here you will find useful documents relating to the fund including the Product Disclosure Statement and fund brochure, quarterly reports, sustainability reports and financial reports, registry forms for managing your investment and documents for advisers.
Fund Documents
Product Disclosure Statement (PDS) and application form
The responsible entity advises that Charter Hall Direct PFA Fund is open to applications using the Product Disclosure Statement dated 29 August 2022 and any supplementary PDS. For investment of $20,000 and above.
RG46 & PDS Updated Information
In line with ASIC Regulatory Guide 46 (RG46) the Disclosure Guide provides information in the interests of improved disclosure for retail investors.
Target Market Determination (TMD)
The TMD sets out the class of consumers for whom the product, including its key attributes, would likely be consistent with their likely objectives, financial situation and needs.
Order a PDS
Thanks for your interest in Charter Hall. Fill in your details below to receive the fund’s PDS.
State*
Your role
I am interested in
*Indicates that this field is required.
All personal information submitted will be treated in accordance with our privacy policy.
By registering and/or submitting personal data to Charter Hall, you agree that, where it is permitted by law and in accordance with our Privacy Statement or where you have agreed to receive communications from us, Charter Hall may use this information to notify you of our products and services and seek your feedback on our products and services. Please note you can manually opt out of any communications.
Investor Documents
Investor Brochure
A general overview of the product offering for prospective investors.
Adviser Documents
Zenith Report
Fund rating and information for financial advisers only. PFA was rated Highly Recommended.
Product Profile
A short overview of the product including platform availability, fund performance and property portfolio.
Lonsec Report
Fund rating and information for financial advisers only. PFA was rated Recommended.
Adviser Acknowledgment
The information provided is for the use of licensed financial advisers only. In no circumstances is it to be used by a potential investor for the purpose of making a decision about a financial product or class of product. The information should not be considered personal advice and has been prepared without taking into account investors objectives, financial situation or needs.
Quarterly Updates
2023
2022
2021
2020
2019
2018
2017
2016
Financial Reports
Previous Financial Reports
- Financial Report HY23
- Financial Report FY22
- Financial Report HY22
- Financial Report FY21
- Financial Report HY21
- Financial Report FY20
- Financial Report HY20
- Financial Report FY19
- Financial Report HY19
- Financial Report FY18
- Financial Report HY18
- Financial Report FY17
- Financial Report HY17
- Financial Report FY16
- Financial Report HY16
- Financial Report FY15
Registry Forms
TFN and ABN
Surviving Holder
Standard Transfer
Change of Personal Details
Change of Bank Account Details
Appointment of Agent
Adviser Appointment
eForm - Deceased Estate Withdrawal Request (Wrap)
Deceased Estate Withdrawal Form
Important Information
Order a PDS
Thanks for your interest in Charter Hall. Fill in your details below to receive the fund’s PDS.
State*
Your role
I am interested in
*Indicates that this field is required.
All personal information submitted will be treated in accordance with our privacy policy.
By registering and/or submitting personal data to Charter Hall, you agree that, where it is permitted by law and in accordance with our Privacy Statement or where you have agreed to receive communications from us, Charter Hall may use this information to notify you of our products and services and seek your feedback on our products and services. Please note you can manually opt out of any communications.
Talk to us
Thanks for your interest in Charter Hall. Fill in your details below and we’ll get back to you as soon as possible.
I am interested in
Enquiry
*Indicates that this field is required.
All personal information submitted will be treated in accordance with our privacy policy.
By registering and/or submitting personal data to Charter Hall, you agree that, where it is permitted by law and in accordance with our Privacy Statement or where you have agreed to receive communications from us, Charter Hall may use this information to notify you of our products and services and seek your feedback on our products and services. Please note you can manually opt out of any communications.
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