Forms

The forms available below are to assist unitholders when updating details to their unitholding, transferring units or finalising an estate.

Please submit your completed form via the following methods. Some forms or documentation may require the original or the original certified copy to be received (eg. Transfer Forms or Statements that are witnessed for an estate). If you are unsure, please contact Balmain Trilogy Investor Relations on 1800 194 500.

Scan and Email: investorrelations@trilogyfunds.com.au
Post: Trilogy Funds
GPO Box 548
BRISBANE QLD 4001


Change of Details

Change of Details Form – Individual and Joint Investors
Change of Details Form – Companies
Change of Details Form – Super Trusts
Change of Trustee Form
Foreign Account Tax Compliance Act Self Certification Declaration

Transfer Forms

Transfer Form – Ordinary Units
Transfer Form – Litigation Recovery Right Units
Transferee Information Form – Individual/Joint
Transferee Information Form – Companies
Transferee Information Form – Superannuation Funds/Trusts

Estate Administration

In the event of a unitholder passing away, we have a number of forms and checklists to help assist Executors and Administrators with completing and supplying the correct documentation to transfer the units of the Deceased, to the Beneficiaries. Should you have any queries or require assistance with the forms please contact Balmain Trilogy Investor Relations on 1800 194 500.

Transfer Checklist for Deceased Estates

Transfer Checklist for Deceased Estates Under $25,000
Transfer Checklist for Deceased Estates Over $25,000

Forms

Small Estate Statement and Indemnity
Section 1071B Statement
Intestate Statement and Indemnity
Request to Register Surviving Joint Holder