How to invest in your Managed Fund

Online banking

The easiest way to invest in your Managed Fund is via online banking. You can choose between setting up an automatic or a one-off payment. Generate Managed Funds is a saved payee with most major banks so you can easily select us when setting up your payment.

If you can’t find our payee details in your online banking, you can fill in our details manually:

Generate Managed Funds bank details:

Account name: Generate Managed Funds

Account number: 12-3244-0018593-000

To ensure your payment reaches your account please use the details below in the payment reference sections. Payments with incorrect references will be returned to the payer account.

Particulars: Customer name or Entity name

Code: Fund code (either): CONSERVATIVE, BALANCED, FOCUSEDGRO, AUSTRALAS, THEMATIC

Reference: GMF number

Direct Debit 

You can also set up a Direct Debit. If you are an existing member, you are able to set up your direct debit by logging into your Generate online account. Or, Download our direct debit form from our website and allow 10 business days for the Direct Debit to be set up.

Please note that payments can take approx. 3 business days to be reflected on your online member portal under your transactions*.

If you only wish to update an existing Direct Debit, please contact us directly.

• *The Anti-Money Laundering and Countering Financing of Terrorism 2009 places an obligation on all financial services to collect the source of funds for large deposits. Once you have made the deposit, we may require you to complete a lump sum form and provide evidence for the source of funds. 
•  Once these documents have been returned to us, these will be reviewed, and further information may be requested. Once the review process is complete and supporting documents are accepted, we will allocate your funds according to your investment strategy. Please allow 5-10 working days for this process (subject to all required documents being submitted and approved).