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Please contact us on 1300 668 247 or info@mpgfm.com.au.
Investor Forms
AML/FTRA compliance forms
The ‘Anti-Money Laundering and Counter Terrorism Financing Act 2006’ is designed to combat money laundering and terrorism financing.
Investors must provide additional identification details when they are buying units in a MPG Trust. Please complete an ID Form relating to the entity type that is investing and provide the identity documents specified on the form.
ID Form Individuals and Sole Traders
ID Form Self-Managed Super Funds and Australian Regulated Trusts
Investor Forms
General
Authority to Release Information Form
Distribution Reinvestment Plans
Distribution Reinvestment Plan Terms & Conditions
Distribution Reinvestment Plan MPG Essential Services Property Trust
Distribution Reinvestment Plan MPG Retail Brands Property Trust
Frequently Asked Questions
How do I use the MPG Investor Portal?
An easy to follow user guide is available here.
What is the current unit price/Net Tangible Asset value (NTA)? How often are the units revalued?
The current unit price or NTA is listed on each fund’s webpage.
Units are revalued at the end of each financial year, and published by the end of September. The MPG Retail Brands Property Trust is revalued half-yearly.
Where can I find historical distribution, tax, pricing information?
These are listed on your relevant statements, as well as on the MPG results page.
What date were distributions paid?
Distributions are paid within 45 days of each quarter end and distribution statements are emailed at this time.
Distribution statements and transaction history are available to view at any time by logging onto the MPG Investor Portal.
When will the financial year tax statement become available?
End of Financial Year Tax Statements will be available on the Investor Portal as well as emailed to investors & authorised parties by the end of September.
How can I redeem/sell my investment? When will be the next opportunity to redeem/sell?
All of our trusts are illiquid, and are subject to the investment terms outlined in their original Information Memorandum & Product Disclosure Statement. Leading up to the rollover period of each trust, investors are given the option to remain in the trust or to sell their Units.
The Retail Brands Property Trust has a limited withdrawal facility available from July 2020.
How can I change my bank account details?
Complete the Change of Investor detail form and return this to us at invest@mpgfm.com.au.
How can I transfer units to another person/entity?
Complete the Standard Transfer Form and return this to us at invest@mpgfm.com.au. Transfers are subject to a fee of $110.
Please consult your accountant/ tax agent as to the taxation consequences of the transfer of units.
I am the executor of a deceased estate. What forms do I need to complete to transfer the units?
Complete the Standard Transfer Form and return this to us at invest@mpgfm.com.au. This must be signed by each of the estate’s executors and needs to be accompanied by certified copies of the appropriate legal documents
Why is the initial NTA different from the issue price?
The initial NTA can be different to the issue price due to property transaction and fund establishment costs that are immediately written-off for accounting purposes– stamp duty, legal fees, due diligence costs, fund establishment fees. Property is considered to be a medium to long-term investment. One of MPG’s goals is to manage the properties well so that the NTA increases over time.
How do I make a Complaint?
Detailed information on MPG Funds Management Ltd’s complaint management process can be found here: https://mpgfm.com.au/feedback/
You can also contact MPG via the Contact Us page: https://mpgfm.com.au/contact/
If a satisfactory resolution cannot be reached you may wish to lodge a complaint with the Australian Financial Complaints Authority. There contact details are as follows:
Australian Financial Complaints Authority Limited
GPO Box 3
Melbourne Vic 3001
Toll Free: 1800 931 678
Fax: (03) 9613 6399
Email: info@afca.org.au
Website: https://www.afca.org.au/