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How do I transfer my Trusts from Class Trust to Class Portfolio?

Question

I want to transfer my Trust accounts back to Class Portfolio from Class Trust, how can I do this? Is there an associated fee?

Answer

To transfer a Trust from Class Trust to Class Portfolio, send an email request to our Account Management Team accountmanagement@class.com.au with the following information:

  • Trust Code
  • Trust name

A fee of $100 + GST per Trust applies to transfer Trust accounts from Class Trust to Class Portfolio.

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