Invest using BPAY®

Investing with BPAY® is simple and flexible;

  • You can make regular recurring additions to your existing investment at the frequency and amount of your choosing# (no minimum per transaction).

  • You do not need to send an instruction to the Unit Registry when adding to your investment using BPAY® or when changing the amount and/or frequency of a recurring BPAY® payment.

  • BPAY® payments generally clear overnight. Faster clearance times mean that units will be issued to you earlier.

Who can use BPAY® to invest?

Existing investors

At present, only existing investors can use BPAY® to add to their investment or to make an investment in another fund. BPAY® is not currently a payment option for new investors.

How do I use BPAY® to make an investment?

BPAY® is available as a method of payment in the online banking portals of most Australian banks and financial institutions. We recommend that you contact your bank or financial institution to confirm that you can use BPAY® to make a payment from your account, or if you are unable to locate BPAY® in your online banking portal.  

Once you have logged in to your bank or financial institution’s online banking portal, follow these steps to add to your existing investment:

  1. Enter the Biller Code for the Fund (The Biller Code for the Airlie Small Companies Fund is 407049)
  2. Enter your unique 12-digit Customer Reference Number (CRN). Please note that this is different from your investor number. Please contact the Unit Registry to obtain your CRN or refer to your latest transaction confirmation
  3. Enter the amount you wish to invest. Please note that there is no minimum amount to additional investments made by BPAY®.
  4. Record your receipt number or save a copy of your BPAY® payment receipt as proof of payment. The Unit Registry will send you a transaction confirmation once units have been issued to you.

# Subject to your financial institution or bank supporting scheduled payments and systems availability.

FAQs

No. Your unique Customer Reference Number (CRN) will allow the registry to allocate your BPAY® payment to your investment.

BPAY® payments from credit card accounts will not be accepted

BPAY® allows you to schedule recurring payments at the frequency of your choice. Most Australian banks and financial institutions have a scheduling function as part of the BPAY® section on their online portals.

Have another question about BPAY®?

For more information go to www.bpay.com.au or contact the Unit Registry (Apex Group formally Mainstream Fund Services) on 1300 127 780 if you have a specific question not addressed here.

BPAY® is a service and registered trademark of BPAY Pty Ltd ABN 69 079 137 518. We recommend you read the current Product Disclosure Statement ('PDS') for the fund into which you are investing prior to making each and every investment in the fund, as the PDS may be updated or replaced between the time you last invested and when you make your next investment. The PDS for the fund(s) is available here or can be obtained by calling 02 9235 4760.