Change of Details
Please use the Change of Details Form available on Automic’s website.
Third Link Growth Fund
Automic Limited
GPO Box 4968
Sydney NSW 2001
Please contact us on 02 8002 1125 or by email at enquiries@thirdlink.com.au should you require further information.
Withdrawals
At any time you can request to withdraw your money from the Fund. Visit the Investor Portal:
https://portal.automic.com.au/investor/home
You may decrease your investment in the Fund by making a request to withdraw units. The minimum amount you can withdraw is $20,000, or the balance of your account if it is less than $20,000. If a withdrawal request would result in the value of your remaining investment being less than $20,000, we may treat your request as being for the whole amount of your investment in the Fund. We will contact you first in such situations. We reserve the right to vary the minimum withdrawal amount or minimum account balance at our absolute discretion.
Compulsorily withdraw your investment
We may also compulsorily withdraw your investment if any of the following circumstances occur:
- Where we suspect the law prohibits you from being an investor in the Fund;
- If you become a non-resident of Australia for tax purposes;
- As otherwise permitted by the Fund’s constitution;
- If the investor has breached its obligations to Fundhost; or
- To satisfy any amount due to us by you or that we owe someone else relating to you (for example to the tax office).
Withdrawal requests via the Investor Portal
Withdrawal requests must be received before 3pm AEST, 10 business days before the end of month. If received after this, you will receive the price next calculated, usually the next month.
Visit the Investor Portal:
https://portal.automic.com.au/investor/home
You will receive confirmation when your withdrawal is processed. Your withdrawal will be paid by transfer to your nominated account, normally within 10 business days of the request being processed, but this can take longer after 30 June. We do not pay by cheque or cash.
Documentation Provided to Investors
The following documentation is provided to investors in the Third Link Growth Fund:
| Documentation Type | Frequency | Delivery Date | Delivery Method |
|---|---|---|---|
| Transaction confirmation | When transactions are made | 5-10 business days after month end | Email (email must be on file) or post if no email address on file |
| Six monthly transaction statement | As at end of March As at end of September | Mid April Mid October | Email (email must be on file) or post if no email address on file |
| Distribution statement | Period ending December Period ending June | Mid January Late August 1 | Email (email must be on file) or post if no email address on file |
| End of financial year tax statement | Yearly | Late September 1 | Email (email must be on file) or post if no email address on file |
| End of financial year transaction statement | Yearly | Late September 1 | Email (email must be on file) or post if no email address on file |
The end of financial year distribution
1 The end of financial year distribution statements and tax statements are delayed due to the Third Link Growth Fund being a fund-of-funds. As such, the underlying funds must first provide their distribution and tax information in order for the tax components of the Fund to be calculated.
End of Financial Year Timetable
| Information | Date | Delivery Method |
|---|---|---|
| Change of investor details including distribution method | 30 June | Visit Automic’s Website |
| June distribution payment and statement | Late August 1 | Email or post (email must be on file) |
| End of financial year tax statements | Late September 1 | Email or post (email must be on file) |
| End of financial year transaction statement | Late September 1 | Email or post (email must be on file) |
1 The end of financial year distribution statements and tax statements are delayed due to the Third Link Growth Fund being a fund-of-funds. As such, the underlying funds must first provide their distribution and tax information in order for the tax components of the Fund to be calculated.