Invest with Simplicity

No complicated forms here.

Investing as a trust? click here
All other entities please contact us here

Investing as a trust? click here

Any questions? click here

Enter name as shown on your identification
If you don't have a drivers licence then click here


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A recent letter issued by an institution such as a utility or insurance company, a government department etc.

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Joint application? Add an individual here
Investment Details
Minimum of $5,000
There has to be at least one fund type selected.
Identity verification will be completed in accordance with the Financial Transactions Reporting Act 1996 and the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.

By completing and submitting this application form you agree to receive all forms of communication from us at the email address you have provided.

The Privacy Act

The information that you provide us in this application and which you may provide us in the future may be used by Simplicity, the Supervisor and any related entities and by other service providers to the Fund/s to provide services in relation to your investment and to promote to you other products and services. We will provide you (on request) with the name and address of any entity to which your information has been disclosed. If you do not provide the information requested on this application form, we may not be able to process your application. You have the right to access the information held by us and you may also request that it be corrected.
Hi, Just letting you know that you can now save your form and finish it later if you'd like.
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