THIS SITE IS INTENDED FOR ADVISER USE ONLY

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

082-154

All other products including investments and superannuation

062-778

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

MV

Spouse contributions – made by your spouse to your account

SP

Superannuation guarantee contributions made by your Employer

SG

Employer contributions

EA

Salary sacrifice contributions made by your Employer

SS

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 guarantee via SuperStream. EFT or Direct Credit alone doesn’t meet a compliant SuperStream transaction. The money to pay the SG contribution 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.