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Australia trust funds withdrawal 2026

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The document is a withdrawal form for investors in the Platinum Trust Funds, allowing them to request the withdrawal of all or part of their investment. It outlines minimum withdrawal amounts, necessary account details, payment instructions, and signature requirements. Investors are advised to consider tax implications and refer to the Product Disclosure Statement before proceeding with withdrawals.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your Investment Account Details. Fill in your account number and full account name accurately.
In the Withdrawal Instructions section, specify how much you wish to withdraw. You can enter the number of units, the A$ amount (minimum A$10,000), or select to withdraw all units from the chosen Fund(s).
Next, provide Payment Instructions. Choose whether you prefer payment via cheque or directly to your financial institution account. If opting for a new account, ensure you complete Section 4 with accurate details.
Complete Financial Institution Account Details only if you selected a new account for payment. Ensure that all information matches the Investor’s name.
Finally, sign and date the form in the Signatures section. Ensure signatures match those held by Platinum for your Investment Account.

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