Offline Application

If you have read the Fund’s Target Market Determination and you would like to complete an offline application then please follow the instructions below.

Please note a once-off processing fee off $55 (incl. GST) applies to all offline applications, to cover the additional administration cost of reviewing and verifying the application (with the fee deducted from application monies). This fee may be waived under special circumstances at the Responsible Entity’s sole discretion.

This fee is not applicable to existing investors who are now electing to participate in the Automatic Investment Program. Such investors should download and complete only the AIP Application Pack which is available here.

Step One – Download Application Pack

Download the offline information pack.

After clicking the above link the application pack should be automatically downloaded to the folder on your computer where your downloads are usually saved, or else the specific folder you nominated.

The Offline Application Pack (total 16 pages) contains three parts:

  • The offline application form (8 pages);
  • An outline AML/CTF Identification Requirements (3 pages);
  • AIP Application Pack (5 pages).

Step Two – Complete The Offline Application Form

Using black or blue pen (not pencil) and writing in BLOCK LETTERS (or using an add text function in your PDF software and using ALL CAPS), complete the offline application form (pages 1 to 8 of the Offline Application Pack).

Additional instructions outlining how to complete the offline application form can be accessed here.

Step Three – Identification

In order to comply with our Anti-money Laundering and Counter Terrorism Financing requirements we will need to collect, and in some instances verify, certain information relating to your identification.

The type of identification we need to gather and verify depends on the entity you are using to invest.

Please read pages 9, 10 and 11 of the Offline Application Pack carefully and provide the required certified copies of original identification as appropriate.

These pages are for your information purposes only. You do not need to post them as part of your application.

Step Four – Automatic Investment Plan

If you would like to participate in the Fund’s Automatic Investment Plan (AIP) then:

  • Read pages 12 to 16 inclusive of the Offline Information Pack; and
  • Complete page 12 (Automatic Investment Plan Direct Debit Request) in BLOCK LETTERS and in blue or black pen.

Step Five – Post Forms

Please only post the following:

  • The Offline Application Form (Pages 1 to 8 of the Offline Application Pack); and
  • Your certified identification as required to meet the AML/CTF requirements; and
  • If you want to participate in the AIP, the AIP Direct Debit Request (Page 12 of the Offline Application Pack).

Please post this documentation to:

PO BOX 532

Need Assistance

If you need assistance completing the documentation then please call (03) 8592 0270 between 10am and 4pm on business days, or email

General Advice Warning: This information is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider the SPDS and PDS issued by Plantation Capital Limited ACN 133 678 029 AFSL 339481 in deciding whether to acquire an interest in the Strategic Opportunities (Growth & Income) Fund. Past performance is not a reliable indicator of future performance. No earnings estimates are made.