Genesys Application Forms

To read these forms you will need Acrobat Reader.

If you are new to Tranzact Super please complete the Registration Form by clicking here.

To access the Fee Ready Reckoner click here.

NOTE: Please ensure you and all members are familiar with the Tranzact Super PDS and Financial Services Guide.

As there are multiple documents required for completing an application these have been gathered together in a single document depending on the whether the fund is new or existing, the number of members in the fund and whether there is a corporate trustee or individual trustees. This list is current as at 1/7/2006. If you are transferring several funds at the same time the Multiple Transfer Summary will be of assistance. We will then prepare the rest of the documentation for you.

New Funds

Existing Funds

Check List for starting a new fund.

For establishing a new fund with Individual Trustees and

Plus the Macquarie Cash Management Trust Product Disclosure Statement and Application

Check List for transferring an existing fund.

For the taking on of an existing fund with Individual Trustees and

Plus the Macquarie Cash Management Trust Product Disclosure Statement and Application

Check List for starting a new fund.

For establishing a new fund with a Corporate Trustee and

Plus the Macquarie Cash Management Trust Product Disclosure Statement and Application

Check List for transferring an existing fund.

For the taking on of an existing fund with a Corporate Trustee and

Plus the Macquarie Cash Management Trust Product Disclosure Statement and Application

General forms are available by clicking here.