Contributions made with managed investments and/or listed securities (in-specie contributions)
You may transfer approved Australian Securities Exchange (ASX) listed securities and available managed investments that you already own into your account. This is referred to as an in specie contribution.
This is generally a capital gains tax event and may result in capital gains tax consequences. We recommend that you seek professional tax advice that will consider your individual circumstances.
There must be sufficient cash contributed to meet the minimum cash balance and fees, taxes and other costs.
We are unable to accept contributions by way of a transfer of term deposits into your account.
Part A of the Avenue Retirement Service PDS