MANAGING YOUR ETFS

Managing ETFs

Managing your iShares ETF investments is easy through the Computershare Investor Centre portal.

Upon making an investment, you will need to create an Investor Centre account (or login if an account has already been created) by clicking here & selecting “Register Now”. Then, you will need to provide the following information:

communication preferences

Communication Preferences

BlackRock pursues a sustainability strategy that seeks to minimize our impact on the environment while ensuring a high standard of service to our clients.

In our ongoing commitment to reducing global paper consumption, the default communication preference for all iShares ETFs investments is email. If you haven’t already given us your email address or would like to update or change your communication preferences, you can do so via the Investor Centre portal.

After providing an email address, all statements related to your iShares ETF investments (distribution & tax statements amongst others) will be conveniently emailed to you by Computershare.

CHESS holding statements (sent by the ASX) will still be issued via post. The ASX issues these statements at the end of each month (one statement for each security) if there has been a change in units held in that month.

How to choose the right etfs

Distribution Preferences

Elect whether you would prefer a cash distribution paid by direct credit to your nominated bank account or opt into a Distribution Reinvestment Plan (DRP).

Tax File Number/Australian Business Number (TFN/ABN) and/or Exemption Codes

Tax File Number/Australian Business Number (TFN/ABN) and/or Exemption Codes

If you choose not to quote any of the above, iShares is obliged to deduct tax at the highest marginal tax rate plus any applicable levies.

Tax Residency Certification

Tax Residency Certification

We will need you to complete this certification to determine your country of tax residence.

Computershare Investor Centre

Once set up on Investor Centre, you will be able to:

  • Review & update account details, including bank, tax and personal information
  • View distributions and payment information
  • Access your portfolio and transaction history
  • View all historic statements related to your investment

Navigating the Investor Centre website & providing your information is simple and should only take a few minutes. However, if you encounter any problems, you may refer to the following video outlining key features of Investor Centre

People

 

As always, if you have any further queries around managing your iShares ETF investments you may contact us on 1300 474 273.