Australian Investments includes, but is not limited to, the following: Bank Account, Building Society Account or similar, Term Deposit or similar fixed interest security, Share Trading, Broker or similar trading account, Shares/Units in entities listed on ASX*, Managed Fund Account, Australian Life Insurance Policy. * If you have TLS shares and BHP shares, they are counted as 2 investments.

An in-house asset of a superannuation fund is an asset of the fund that is generally: a loan to, or an investment in a related party of the fund, an investment in a related trust, or an asset of the fund subject to a lease or lease agreement between the trustee of the fund and a related party the fund.

Property Trusts should be not be entered in Real Estate Property. If they are Australian based Property Trusts they should be entered under the Australian Investments. If your fund has invested in the foreign property trusts, please enter the number of foreign property trust under the category Australian or Overseas Trading Accounts Listed Options, CFD (Contracts for Difference), Future and/or Overseas Investments NOT LISTED on any foreign stock exchange.