Your income is only as good as the security of capital that is generating it

Apply Online

Online Application

Fill out the following form to apply online.

Direct Investment

Direct Investment

Investments can be made directly to the Fund Administrator (Mainstream) via a Product Disclosure Statement (PDS) application form.

Minimum investment amount: $10,000

Recommended investment period: 5 years plus

Step 2

Apply to invest

To fill in the form, you will need:

  • an email address and phone number;
  • your Tax File Number (or ABN, ACN, ARCN);
  • postal address details; and
  • if applying on behalf of a trust, details of the trustee.

Once the form has been completed, you will need to date and sign it.

Step 3

Attach ID verification document

Attach the printed, dated and signed Application Form and relevant original certified identification documents. 

Step 4

Make a payment

You can make a payment by either:

  • Cheque:

    Please make cheques payable to ‘Wheelhouse Global Equity Income Application Account’, and include the investor’s name and address on the back of the cheque. Please note that Mainstream does not accept third party cheques.

    OR

  • Direct credit

    Payments by direct credit are to be made to the Custodian’s bank account.

    Account Name: Mainstream Fund Services Pty Ltd ACF <Wheelhouse Global Equity Income Fund> Application A/C
    BSB: 082 401
    Account number: 711 478 318
    Deposit reference: Please include investor name

Step 5

Post paperwork

Once complete, please post the printed application form and relevant original certified identification documents and post directly to Mainstream care of our Administrator:

Mainstream Fund Services
GPO Box 4968
SYDNEY NSW 2001

Please also include your cheque, if applicable. The investment amount and the application form must be received no later than 2.00 pm Sydney time in order to be processed on the same business day.

Step 6

Confirmation of application

Once received, you will receive confirmation of your application by close of business the next day. The confirmation will be sent to the email or postal address provided in the Application Form.

Invest via a platform

Via a platform

A platform bundles together a range of managed funds and investments into a single product. This provides investors consolidated and centralised reporting. Our funds appear on a variety of third party platforms.

The Wheelhouse Global Equity Income Fund is available on the following platforms:

  • Hub24 (Super, IDPS)
  • Netwealth (Wrap Service, IDPS, Super Service)
  • Powerwrap (IDPS)
  • Praemium (IDPS)

Contact the platform directly for further details.