By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.

We’ve made it easy for you to top up your investments with a variety of payment options.

Step 1 – Login to your bank’s website and select the option to transfer funds

Step 2 – Enter the BSB

Cash Management Trust and Premier Cash Management Trust


All other products including investments and superannuation


Step 3 – Enter the last 9 digits of your account number (found in the top right corner of your statement) eg if your account number is 0100 1234 5678 then enter 012345678

Step 4 – In the “to account” name box, enter your full name - first name followed by surname eg Julia Smith

Step 5
– For superannuation products, enter the contribution type code (found below) into the description field. Eg If you are making a personal contribution you would enter “MV” in the description field.

The most common types of contributions you can make are:

Personal contributions – if you add to your super


Spouse contributions – made by your spouse to your account


Superannuation guarantee contributions made by your Employer


Employer contributions


Salary sacrifice contributions made by your Employer


Important information – If you have a superannuation account and you don’t enter one of the contribution codes in the EFT description field, then the SG contribution code will be used which attracts a 15% tax. Only one contribution code can be used per direct credit payment.

For managed funds, no description is required.

Note: All employers must pay their employees’ superannuation contributions via SuperStream. BPAY alone doesn’t meet a compliant SuperStream transaction. The money to pay superannuation contributions and data to instruct the payment must be sent electronically in a standard format to comply with SuperStream. That could be via FirstNet Employer (for employers with a FirstChoice Employer Super plan), CBA’s NetBank – in the Superannuation hub (for employers who use Essential Super), or through a SuperStream compliant payroll system or clearing house.

Please note!

We are experiencing higher than usual call volumes and extended wait times. We apologise for the inconvenience. If you need to speak with us, we will do our best to get back to you in a timely manner. We provide a range of online information and resources, we encourage you to please take a look before calling.