How you can participate

Your gift of investment income is facilitated through two managed funds. Both funds are designed to generate yield and maintain capital stability via a fixed unit price.

The process of investment has been simplified into two simple steps, firstly selecting your investment and secondly completing your application forms.

1. Select your investment

There are two products on offer for your investment. Trilogy Enhanced Cash, and the Trilogy Monthly Income Trust. To decide which investment is right for you, review the features, benefits and risks of each investment in the Product Disclosure Statement (PDS) and consider consulting a Financial Adviser.

Current PDSs available at:

Trilogy Enhanced Cash

Dated 05/04/2017
www.trilogyfunds.com.au/cash

Trilogy Monthly Income Trust

Dated 17/10/2016
www.trilogyfunds.com.au/tmit

The PDS contains full details of the terms and conditions of investment and should be read in full, particularly the risk section, prior to lodging any application or making a further investment. We recommend you consult a licensed Financial Adviser prior to making an investment.

2. Decide your gift percentage and complete the forms

You’re able to gift any percentage of your distribution income. Once you’ve decided the amount you wish to invest, you can then consider the percentage of your distribution that you wish to gift.

You’re able to gift any percentage of your distribution income. Once you’ve decided the amount you wish to invest, you can then consider the percentage of your distribution that you wish to gift.

You will need to complete the following:

  • An application form to invest (one per investment product)
  • A distribution nomination form to direct an agreed percentage of your investment income to Cure Cancer Australia

Trilogy Funds will arrange for the payments of monthly income to Cure Cancer Australia on your behalf, as per the direction you provide on your distribution nomination form.

Upon completion of the forms, send them to Trilogy Funds. There are two options to choose from:

Option 1: Email

Scan and email your application to investorrelations@trilogyfunds.com.au

Option 2: Free post

Trilogy Funds Management Limited
Reply Paid GPO Box 1648
Brisbane QLD 4001

Tax deduction

The income you have directed as your donation to Cure Cancer Australia will be transferred to Cure Cancer Australia on your behalf. As a registered charity, with Deductible Gift Recipient (DGR) Status, you may be entitled to an income tax deduction in respect of your donation. Please seek advice on your personal circumstances.