Commercial Loans - Sandhurst Trustees
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Product Disclosure Statements (PDS) and Forms

It is important that you consider the PDS in its entirety, including the other important information that forms part of the PDS (e.g. PDS Updates and Reference Guide if applicable).

Standard Forms

Additional investments via BPAY
(Conveniently add to your investment without the need to complete the Investment Contribution Form)

Investment Contribution Form
(Additional investments via cheque or Direct Debit, Create/alter/cancel a Regular Savings Plan)

Switch Form

Withdrawal Form

Change of Details Form
(Includes Change of details, TFN/ABN update, Nominated Representative)

Foreign Tax Details Form (OA761)

Foreign Tax Glossary (OA761a)

Nominated Representative Form

Advice Fee Form

Transaction processing timeframes are extended at income distribution times, this is to ensure unit prices and distribution rates calculated are fair and reasonable. We appreciate your patience and aim to process these requests as soon possible.

Cash Funds

PDS and Important Documents Forms

Sandhurst Cash Common Fund PDS

PDS updates

Bendigo Accounts and Facilities

Annual Report

Apply now

Application Form

(Minimum investment $1,000)

Adelaide Cash Management Trust PDS

PDS updates

Transaction Services Guide

Application Form

Account Maintenance Form

Regular Payments Form

Authorised Operator Form

(Minimum investment $5,000)

Income & Mortgage Funds

PDS and Important Documents Forms

Sandhurst Select Mortgage Fund PDS

PDS updates

Bendigo Accounts and Facilities

Annual Report

Apply now

Application Form

(Minimum investment $2,000)

Sandhurst Investment Term Fund PDS

PDS updates

Bendigo Accounts and Facilities

Annual Report

Apply now

Application Form

(Minimum investment $2,000)

Sandhurst Strategic Income Fund PDS

PDS updates

Reference Guide

Apply now

Application Form

(Minimum investment $2,000)

Bendigo Diversified Fixed Interest Fund PDS

PDS updates

Reference Guide

Application Form

(Minimum investment $25,000)

Bendigo Socially Responsible Growth Fund

PDS and Important Documents Forms

Bendigo Socially Responsible Growth Fund PDS

PDS updates

Reference Guide

Apply now

Application Form

(Minimum investment $5,000)

Diversified Funds

PDS and Important Documents Forms

Sandhurst Conservative Fund PDS

PDS updates


Sandhurst Balanced Fund PDS

PDS updates


Sandhurst Growth Fund PDS

PDS updates

Reference Guide

Apply now

Application Form

(Minimum investment $500)

Bendigo Defensive Index Fund PDS

PDS updates


Bendigo Conservative Index Fund PDS

PDS updates


Bendigo Balanced Index Fund PDS

PDS updates


Bendigo Growth Index Fund PDS

PDS updates


Bendigo High Growth Index Fund PDS

PDS updates

Reference Guide

Application Form

(Minimum investment $50,000)

Bendigo Defensive Wholesale Fund PDS

PDS updates


Bendigo Conservative Wholesale Fund PDS

PDS updates


Bendigo Balanced Wholesale Fund PDS

PDS updates


Bendigo Growth Wholesale Fund PDS

PDS updates


Bendigo High Growth Wholesale Fund PDS

PDS updates

Reference Guide

Application Form

(Minimum investment $50,000)

Australian Share Funds

PDS and Important Documents Forms

Sandhurst Industrial Share Fund PDS

PDS updates


Sandhurst Future Leaders Fund PDS

PDS updates

Reference Guide

Apply now

Application Form

(Minimum investment $2,000)

Sandhurst IML Industrial Share Fund PDS

PDS updates

Reference Guide

Application Form

(Minimum investment $50,000)

International Funds

PDS and Important Documents Forms

Bendigo Global Share Fund PDS

PDS updates

Reference Guide

Application Form

(Minimum investment $5,000)

Other Important Information

Investment Manager Guide

Unit Pricing Policy

Guide to Your Tax Statement

Order Offer Documents