FAQ'S

How do I transfer units from a platform to a direct unit holding with APN?

Investors can transfer units from a platform to a direct unit holding with APN by completing the following forms;

The platform is to sign as the seller and the investor is to sign as the buyer.

Investor to complete the following sections of the application form:

1 – Contact details
4 – Investor details (note your investor type so you know what section to complete)
A – Individual investor or individual trustee (if applicable)
B – Joint investor (if applicable)
C – Company or corporate trustee (if applicable)
D – Trusts (if applicable)
E – Beneficial Ownership (if applicable)
5 – How we make payments to you (Distributions for the APN Unlisted Property Fund can only be paid to a bank account)
7 – Adviser details (If applicable)
9 – Electronic Verification
10 – Foreign Account Tax Compliance Act (FATCA) declaration
11 – Common Reporting Standard (CRS) Self-Certification
12 – Declaration

Refer to the Identification Form to check you are providing the appropriate documentation for investor type.

If you are an individual investor or an Individual Trustee, please provide originally certified identification such as your drivers licence or passport.

Mail completed forms and all supporting documentation to:

APN Property Group
PO Box 18011
Melbourne Collins Street East VIC 8003

How do I certify documents?

Please click here for more information.

How do I apply for access to APN online?

To gain access to APN Online, investors can apply by completing the APN Online Investor Application Form

How do I change my bank details or distribution instructions?

Investors can change their bank account details, by completing the Nomination or Change of Contact of Bank Details Form.

Investors can change their distribution instructions (DRP to cash or vice versa), by completing the Income Distribution Election Form.

How do I locate a Product Disclosure Statement (PDS)?

You can locate an electronic copy of all PDS’s here or contact APN Investor Services on 1800 996 456 to request a hard copy.

How do I apply for an additional investment?

Investors can make an additional investment by any of the following four options:

  1. BPay
  2. Electronic funds transfer
  3. Direct debit
  4. Cheque

Click here to find out more.

Where do I find forms?

To view all APN forms, please click here.

How do I request a withdrawal?

Investors can apply for a redemption or withdrawal by completing the Redemption Request Form.

Where can I find the unit balance for my investment?

Investors can view their unit balance via APN Online. To access the online portal, please click here to login. Should you require any assistance registering or logging on please call APN Investor Services on 1800 996 456.

Alternatively, investors can contact APN Investor Services on 1800 996 456 or via email at apnpg@apngroup.com.au.

How do I request a copy of my Tax or Distribution Statement?

Investors can access their Tax or Distribution Statements via APN Online. To access the online portal, please click here to login. Should you require any assistance registering or logging on please call Investor Service on 1800 996 456.

Alternatively, investors can contact APN Investor Services on 1800 996 456 or via email at apnpg@apngroup.com.au.

How do I transfer units from a deceased estate?

APN requires an original certified copy of Probate or if no Probate exists, please provide original certified copies of the Death Certificate and Will.

If Probate or the Will is registered outside of Victoria, please also complete the Section 1071B Statement.

APN also requires original certified copy of primary identification for all executors of the estate i.e. drivers licence or passport.

Depending on what fund the units are held in, the unit holding can be redeemed, transferred to the executor or beneficiary, or left in the name of the estate.

To transfer units, complete the Australian Standard Transfer Form and relevant fund application form – see below

Application Form for the relevant APN fund

Investors can apply for a redemption or withdrawal by completing the Redemption Request Form.

Completed documentation should be mailed to:

APN Property Group
PO Box 18011
Melbourne Collins Street East VIC 8003

How can I lodge a complaint?

APN is committed to the efficient and fair resolution of complaints.

Internal Dispute Resolution (IDR) Procedures

We have IDR procedures in place to manage complaints as quickly and as efficient as possible. A complaint can be made verbally as well as in writing.

Upon receipt of a complaint, we will send a written acknowledgement on the same business day where the complaint is received before 3 pm on any business day. If a complaint is received after 3 pm or on public holidays or weekends, we will send the written acknowledgment the next business day. Our Complaints Handling Officer is responsible for monitoring the resolution of all complaints. We endeavour to resolve all complaints within 45 business days of receipt and provide the complainant a written response on our decision, reasons for such decision and remedies where applicable. A number of remedies are available to ensure we resolve the complaint appropriately.

How to make a complaint?

To make a complaint please contact our Investor Services team on 1800 996 456, or email APN at apnpg@apngroup.com.au, or send a letter by post to the Complaints Handling Officer, PO Box 18011, Melbourne Collins Street East, Victoria, 8003 Australia.

We are a member of the Australian Financial Complaints Authority (AFCA), an ASIC approved external dispute resolution scheme which provides fair and independent financial services complaint resolution that is free to consumers. In the event you are not satisfied with the outcome or it has taken more than 45 days for you to receive a response, you can contact the AFCA. The AFCA is contacted via the following:

Website: www.afca.org.au
Telephone: 1800 931 678 (free call)
Email: info@afca.org.au
In writing to:  Australian Financial Complaints Authority Limited, GPO Box 3, Melbourne, VIC 3001

Please note that AFCA will not deal with complaints that have not first been referred to APN for resolution.

How is my personal information used?

When you register your interest or subscribe, we will collect personal information (such as your name and email address) from you as part of the registration or subscription process.

We collect your personal information primarily so we can verify your identity and establish your interest in our investment opportunities and/or to distribute our eNewsletter. We will also collect and may use and disclose your personal information for the purposes of complying with our obligations under applicable laws and regulations. We may also use your personal information so we can identify and notify you of other investment opportunities, products and services which may be of use to you. However, if you request, no further material of that nature will be sent to you. We will take reasonable steps to protect your personal information that we collect and ensure that the information is accurate and up-to-date. If you do not provide us with all the personal information we request, we may be unable to process your registration or subscription.

We may disclose the personal information provided by you to:

  • with your consent, your adviser and dealer group;
  • any third party service provider we may engage to provide custody, administration, technology, auditing, mailing, printing or other services;
  • government authorities when, and to the extent, required by law; and
  • our professional advisers (including legal and accounting firms, auditors, consultants and other advisers).