Investing online
Step 1. Ensure you are eligible to participate in the ASX 200 Shares Investment Option
Step 2. Log on to MemberOnline
Step 3. Select Investment and shares from the side navigation
Step 4. Click on ASX 200 at the bottom of the page
Step 5. Click on Buy/Sell and then make your selection of stocks to trade.
In writing
Step 1. Ensure you are eligible to participate in the ASX 200 Shares Investment Option
Step 2. Download the Member Investment Choice Guide
Step 3. Complete the Investment Choice selection form at the back of the guide
Step 4. Return your form to AustralianSuper.
Quick tip: If you are sure about the stock you wish to invest in, log on to MemberOnline and submit your buy request. The system will automatically work out if your meet the criteria.
Before you invest
Before taking any action, AustralianSuper recommends you consider your personal financial position, objectives and requirements and download and read the latest version of the Member Investment Choice Guide. You should also seek advice from an independent financial adviser licensed to provide personal financial product advice.
Your AustralianSuper Member Statement will show the capital movement in your investment in the ASX 200 Shares Investment Option, as well as any six-monthly dividends.
You can switch out of the ASX 200 Shares Investment Option and into another of the Fund's Investment Options at any time – except if you have received a franked dividend, where you need to hold your stock for 47 days.
If your employer is a stockbroker, you will need your employer to sign a Referral Agreement before you can participate in the ASX 200 Shares Investment Option. You can download a Referral Agreement, or call AustralianSuper weekdays 8am-8pm (EST) and we will send one to you.
Suspended trading
If suspension of trading occurs on any of the stock, the buy/sell order will be processed only if trading resumes by close of trading the following day. If trading does not resume within two business days, the order will be cancelled unless you elected to carry over your buy/sell order until the next AustralianSuper trading day at the time you submitted your application.
If the buy/sell order for a particular stock which is suspended from trading is partially completed, the completed trades will be allocated on a pro-rata basis across all applications.
Applications to buy or sell stocks in the ASX 200 Shares Investment Option that are received by AustralianSuper between 1pm Friday and 1pm the following Friday – or by Sunday midnight if submitted via MemberOnline – will be implemented on the first trading day of the following week ie. the following Monday (or next day in the event of a public holiday).
Please ensure you read the Investment Switching and ASX 200 acknowledgements and conditions within the Member Investment Choice Guide before making an investment switch or ASX 200 trade.
Macquarie Equities Limited and AustralianSuper will not provide you with specific investment advice. Before taking any action it is recommended that you consult an independent financial adviser, licensed to provide personal financial product advice, who will be able to take into account your investment objectives, financial situation and particular needs, before taking any action.
The Fund will issue letters confirming initial choices, entry price per share, any changes to your investment choice and confirmation of the effective date.
You will receive information regarding dividends together with an amount representing any associated imputation credits in your half-yearly, end-of-year and exit member statements. These will be reported per company as a dividends earned contribution.