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How to withdraw

You can make a withdrawal from your account by completing a withdrawal form or by sending us a signed letter. You will need to tell us your full account name, account number, the amount to be withdrawn or rolled over and the method of payment.

You can withdraw funds by requesting:

  • an electronic transfer to an Australian financial institution account or
  • a cheque or
  • a bank cheque (additional charges apply) or
  • a telegraphic transfer (additional charges apply)

If you have requested a bank transfer, you will also need to tell us the details of the bank account into which the funds are to be transferred (if different from the bank account nominated on the application form).

Redemption proceeds will generally be available in two to five business days from us receiving your withdrawal request at any of our offices, however, in some circumstances this may be longer. Cheques and other relevant information will be sent to your address on our records or to your adviser or rollover institution, unless you notify us otherwise in writing.

As we need to verify your signature, you cannot email or give these instructions to your adviser verbally.