Ready to Invest? Start Here - Milford Asset

How to Invest

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Invest Directly

1

Online application

Click here to complete your application online in 10 minutes.

2

Paper application

Download the relevant Product Disclosure Statement and application form here.

Print, complete and post the application form to:
Mainstream Fund Services Pty Ltd
GPO Box 4968
Sydney NSW 2001

For more information please contact our registry team at Mainstream Fund Services:
Phone: 1300 133 451
Fax: 02 9251 3525
Email: milford.registry@mainstreamgroup.comClick here to email us

Invest via mFund

Milford Managed Funds are available on the ASX mFund Settlement Service. This service allows you to acquire and withdraw units in our funds via the same broking services you use to transact shares.

For more information about the service visit mFund.

To contact an mFund broker click here.

Invest via a Platform

Milford Managed Funds are available via a range of platforms which are generally offered through a financial planner.

Contact your financial planner to invest or to locate a planner in your local area, please visit the Financial Planning Association of Australia.

See what platforms Milford funds are available on by clicking here (download PDF).

Invest your personal Super

If you want to invest your personal Superannuation into a Milford Managed Fund and do not have an SMSF, our platform arrangement with superannuation provider Netwealth can help you with this.

To get started, open an account with Netwealth, transfer some or all of your super to Netwealth Super Accelerator Plus, then allocate an investment to a Milford Managed Fund.

To learn more or open an account go to Netwealth.

Contact a Milford representative

Regan van Berlo

Head of Distribution
Email: rvanberlo@milfordasset.com
Phone: +61 2 9220 4802
Mobile: +61 432 348 088

Katharine Jackson

Senior Business Development Manager
Email: kjackson@milfordasset.com
Phone: +61 430 392 779

Get in touch

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