01. Edit your 2021 australia trust funds online
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Australia trust funds withdrawal 2026
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How to use or fill out Australia Trust Funds Withdrawal
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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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