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If you would like to invest your SMSF in the Prime Value Funds, please follow the four steps below.
You must read the applicable Product Disclosure Statement (PDS) before completing the Application Form.
Contact us if you would like to receive a hard copy of the PDS in the mail.
To start the application process, download and complete the application form.
Payment can be made in the following ways.
Please contact your financial institution to make a payment from your cheque or savings account. You will need to quote both the BPAY Biller Code of the fund (refer below) and your Customer Reference Number. Please contact us for your Customer Reference Number.
Please make cheques payable to:
Prime Value Asset Management Ltd (Enhanced Income Fund)
Prime Value Asset Management Ltd (Diversified High Income Fund)
Prime Value Asset Management Ltd (Opportunities Fund)
Prime Value Asset Management Ltd (Emerging Opportunities Fund)
Prime Value Asset Management Ltd (Growth Fund)
Prime Value Asset Management Ltd (Equity Income Fund)
If all of the Funds are selected for investment, please send separate cheques, each made out to the relevant Fund for the amount invested. Cross “Not negotiable” and attach to the application form.
Mail your completed Application Form along with cheque/s, if applicable, to:
Prime Value Asset Management Limited
Level 9, Prime Value House,
34 Queen Street Melbourne,
Victoria, Australia 3000