Managed Investment Schemes & Syndicate Investment Forms

Investments which Computershare Investor Services manage the Registry for:

Peet Limited
Burns Beach Property Trust
Yatala Unit Trust
Peet Income Property Fund

Please click here to take you to the Computershare website where you can register and update your details on line. Alternatively, you can complete the relevant forms below and forward them to:

Computershare Investor Services
PO Box D182
Perth WA 6840

Computershare Investor Services can also be contacted by telephone on 1300 557 010 and by fax on (08) 9323 2033.

Investments in other Peet Managed Investment Schemes (MISs) and/or Syndicates

If you have an investment in any other Peet MIS and/or Syndicates and wish to update your details please complete the relevant forms below and return them to: Syndicate Investor Services Officer

Peet Limited
PO Box 7224
Cloisters Square WA 6850

Please contact Peet's Syndicate Investor Services Officer by telephone on (08) 9420 1111 or fax (08) 9481 4712 if you require any assistance.

Tax File Number Notification
If you are buying, selling or transferring securities in entities managed by Peet Limited, you should consider providing your Tax File Number (TFN) using the TFN Notification Form, if you have not done so already. If we don't have your TFN, we may be required by the ATO to withhold tax on future distributions at the highest marginal rate.
TFN Notification Form

Change of Details
If any of your contact details have changed, please sign and complete the Change of Details form and return it to our office. If the amendment is a change of name, please send a certified copy of any document that would support this change with the form, e.g. marriage certificate, etc.
Change of Address Notification Form Change of Name Notification Form

Direct Credit Details
If you wish to receive payments direct into your bank account, please complete the Direct Credit form and return it to our office at your earliest convenience.
Direct Credit Form

Replacement Certificates
If you cannot find your original share/unit certificate, a replacement certificate can be reissued at your request. Please complete the Lost or Destroyed Share Certificate form and return this by post. Upon receipt of this statement, the necessary changes will be made to the register and the reissued certificate will be sent to you. Please note if you require a replacement certificate for any of the Computershare managed entities listed above please forward the Computershare form direct to them or contact the Investor Centre on 1300 557 010.

Lost or Destroyed Share_Unit Certificate Statutory Declaration.pdf
Computershare Certificate Replacement Request Individual/Joint Holders
Computershare Certificate Replacement Request Companies
Computershare Certificate Replacement Request Executors

Buying or Selling Securities (Syndicates/Funds)
If you wish to register your interest in buying or selling securities in any Peet MIS and/or Syndicate (including the Computershare managed entities), you will need to complete a Buyers' or Sellers' Authority form and return it to us.

Sellers' Authority Form
Buyers' Authority Form
Information Sheet on Buying & Selling Securities

Managed Investment Schemes

Burns Beach Property Trust
Yatala Unit Trust
Peet Income Property Fund
Peet Point Cook Kingsford Syndicate
Peet Yanchep Land Syndicate

Transferring Securities

If you wish to transfer securities in a MIS or Syndicate managed by Peet Limited you will need to complete a Transfer Form and forward it to the Perth office of Peet Limited. Please ensure you return the original Share Certificate (or a Lost or Destroyed Share/Unit Certificates Statutory Declaration form if the original Share Certificate has been misplaced) along with the transfer form. You will also need to provide some supporting documents, please refer to the relevant sections below.
Please note that if you do not provide the correct supporting documents your transfer will be rejected.

Supporting Documents
Together with the transfer form and original share certificate, the transferor (seller) will also need to supply us with an original certified copy of identification. This new measure for sellers of securities has been implemented to provide additional security around the transfer process by ensuring that the transfer form has been validly authorised by the seller.

Refer to the table below for identification documents required to be provided by the transferor (seller) of securities in any Peet MIS or Syndicate and any transferee (buyer) that is a new investor in any Peet MIS. This is to comply with the Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) Act, please click here for further information.

Individuals

Holder Type

Holder Type Sample

Identification Verification Documents the MUST be provided

Individual

SAM SAMPLE OR SAM SAMPLE
<SMITH FAMILY A/C>

Original certified copy of one of the below:

Australian driver's licence containing a photograph of individual
Australian passport (a passport that has expired within the preceding two years is acceptable)
Card issued under a State or Territory for the purpose of providing person's age containing a photograph of the person
Foreign passport or similar travel document containing a photograph and the signature of the person
Foreign driver's licence that contains a photograph of the person in whose name the document is issued

If you do not have any of the identification documents listed above please call our office

Joint

Holder Type	Holder Type Sample	Identification Verification Documents the MUST be provided
Joint	SAM SAMPLE + OR SAM SAMPLE + JANE SMITH JANE SMITH <SMITH FAMILY A/C>	Please provide the above for each registered holder

Company

Holder Type

Holder Type Sample

Identification Verification Documents the MUST be provided

Company

ABC PTY LIMITED OR ABC PTY LIMITED
<SMITH FAMILY A/C>
ABC PLC OR ABC PLC
<SMITH FAMILY A/C>

Original certified copy of the most recent Company Statement issued by ASIC and
Original certified copy of driver's licence or passport for each Officeholder who has signed the transfer form.

Please ensure that the Company Key on your Company Statement is masked so that it is not visible
OR
Foreign registered companies must provide:

A document issued by the relevant foreign registration body outlining current Officeholders and original certified copy of current driver's licence or passport for each Officeholder or joint holder who has signed the transfer form

Trusts

Depending on whether the trustee is an individual or company the above detailed identification documents are required to be provided by the transferor (seller) of securities in any Peet MIS or Syndicate and additionally any transferee (buyer) that is a new investor investing via a trust in any Peet MIS with are required to complete this Customer Identification and Verification form .

Transfer Due to Change of Trustee
If there is a change in trustee for a superannuation fund or trust a transfer form should be completed and returned with an original certified copy of the relevant instrument effecting the change, which should confirm the details of the retiring trustee(s) and new trustee(s).

Holder Type

Holder Type Sample

Identification Documents the MUST be provided

Trust

ABC PTY LIMITED OR ABC PTY LIMITED
<SMITH FAMILY A/C>
ABC PLC OR ABC PLC
<SMITH SUPERANNUATION FUND A/C>

Please provide the above for individual or company trustees.

Complete the Customer Identification and Verification form.

If the trust is not a registered managed investment scheme or government superannuation fund then (refer to above form):

The original trust deed or a certified extract of the trust deed confirming the full name of the trust
Document providing list of each beneficiary or the details of each class of beneficiary

Other Types of Transfer

Transfer Due to Deceased Estate
In addition to the transfer form(s), an original certified copy of probate or the death certificate and will are required. The new identification requirements referred to above will also apply to beneficiaries that are new investors in a Peet MIS.

Surviving Holding
If a shareholding is held in joint names and one holder passes away, the original share certificate should be returned to us together with an original certified copy of the death certificate. We will then issue a new certificate to the surviving holder. A transfer form is not required.

Please note if you are transferring securities in any of the Computershare managed entities listed above then please complete the Computershare transfer form and return it direct to them. If you are unsure of the procedures surrounding transfers please contact our Syndicate Investor Services Officer on (08) 9420 1133 or Computershare Investor Relations on 1300 557 010, as applicable.

Peet Managed Investment Schemes & Syndicate Transfer Form
Computershare Transfer Form

Important Note:
Where the transfer form has been signed under Power of Attorney, the Power of Attorney must have already been lodged with Peet or an original certified copy must be provided with the transfer form.

This is how to Certify a Document
An authorised person must check and sign a copy of an original document to state that it is a valid document. The person certifying the photocopy must be authorised to do so under State/Territory law. Examples of persons, who may be able to certify a document as a true and correct copy of an original, include:

- Legal Practitioner
- Justice of the Peace
- Chartered Accountant or Certified Practicing Accountant
- Legally qualified medical practitioners
- Members of the police force
- Managers of banks, building societies or credit unions
- Pharmacists

The person certifying the document must state their title, name, capacity in which they are signing and contact details (including telephone number).

The certification must state that the copy is a "true and correct" copy of the original document.

If the document has more than one page, the certification must either state the number of pages it relates to, or each page of the copy must be certified. The signature of the person certifying the copy must be the original signature, and not photocopied.