Investor Forms

Individual Forms

Application Form for Individuals
For all general applications under 1 name
Trust/SMSF Individual Trustee
If you are investing in the name of an individual trust
Additional Investment Form
Active investors looking at topping up your existing account
Change of Details
Make a change of your investor profile

Non-Individual Forms

Joint Application
If you apply with more than one applicant
Company Application
If you are investing in the name of a company

Trust/SMSF Corporate Trustee

If you are investing in the name of an corporate trust
Change of Details
Make a change of your investor profile
Accountant’s Certificate
To be classified as wholesale investor
Reinvestment Form
If existing investor is reinvesting in the fund

If you have any questions about downloading or filling out your form, please give us a call on 1300 544 867 or email us at investor@maxironpremium.com.au

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Jason Kao

Senior Fund Manager | Assistant VP
Jasonk@MaxironPremium.com.au | 0479 070 292

Jason is a seasoned fund manager with over 13 years of prior experience in property-related investment, sales, and management businesses for high-net-worth clients throughout Sydney and Regional NSW. His commitment to excellence and dedication to building long-term relationships has been instrumental in helping clients achieve their financial goals. Jason is excited to leverage his expertise and drive to generate significant value for his clients and their investments.

John Le

Senior Fund Manager | Assistant VP

Johnl@MaxironPremium.com.au | 0478 885 202

John Le is a professional with over 20 years of experience in the investment industry. With his extensive expertise, John brings a wealth of knowledge and a proven track record of success. John’s deep understanding of the financial markets, combined with his ability to identify unique opportunities, will undoubtedly enhance in providing exceptional service and assist clients in portfolio growth.

Ray Saedi

Head of Investor Relations

Rays@MaxironPremium.com.au | 0452 665 992

Ray, with over 10 years in financial services, is known for his leadership and team collaboration skills. His investment expertise has led to a track record of exceptional results and strategic insights, always focused on client goals. Committed to investor education and personalised service, he excels in navigating market dynamics.