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Investor Services

Manage your investor account

Keep your account information current to ensure timely delivery of distribution payments, tax statements and important fund notices.

1

Contact details

Why this matters Keeping your contact details current helps us reach you promptly if we need to verify account activity, and ensures continued receipt of investor documents including tax statements, distribution notices and fund reports.

How to update via Apex Investor Centre

  • 1
    Go to montaka.apexgroupportal.com and select Investor Login
  • 2
    Navigate to Settings, then select Communication Method
  • 3
    To update your email address: select Email, enter your address and save your changes
    To update your postal address: select Mail, save, then go to Address to enter or update your details
Don't have an investor login? Register here
  • 1
    Go to montaka.apexgroupportal.com and select Investor Registration
  • 2
    Select your relevant fund (MOGL or MKAX)
  • 3
    Have your SRN or HIN ready — available on your holding, transaction and distribution statements

Communication preferences

You can choose to receive fund notices, tax statements and distribution reports by email or post. Switching to electronic delivery means documents reach you as soon as they are issued — without delay.

To update your preference, log in to the Apex Investor Centre or contact the registry directly.

Update preferences at Apex Investor Centre →
2

Bank account

Why this matters The default option is for distributions to be reinvested under the Dividend Reinvestment Plan (MOGL DRP Policy / MKAX DRP Policy). However, if you wish to receive distributions in cash, you must provide a valid Australian or New Zealand bank account. If no valid bank account is provided, distributions will be reinvested and additional units will be issued. To add or update a bank account for your holding, please follow the steps below.

How to update via Apex Investor Centre

  • 1
    Go to montaka.apexgroupportal.com and select Investor Login
  • 2
    Navigate to Settings, then select Distribution Method
  • 3
    Select Direct Credit, then Add Bank Account to enter or update your details and save your changes
Don't have an investor login? Register here
  • 1
    Go to montaka.apexgroupportal.com and select Investor Registration
  • 2
    Select your relevant fund (MOGL or MKAX)
  • 3
    Have your SRN or HIN ready — available on your holding, transaction and distribution statements
3

Tax file number (TFN)

Why this matters Providing your TFN is not compulsory. However, if a valid TFN or exemption is not recorded, withholding tax may be deducted from your distributions at the highest marginal tax rate plus the Medicare levy.

How to update via Apex Investor Centre

  • 1
    Go to montaka.apexgroupportal.com and select Investor Login
  • 2
    Navigate to Settings, then select Tax Details
  • 3
    Enter or update your TFN details and save your changes. Note: for joint accounts, TFN details may be required for more than one investor
Withholding tax has already been deducted — what do I do?

To help prevent withholding tax being applied in future, please ensure your TFN or exemption details are recorded against your investor account.

If withholding tax has already been deducted, you should seek independent tax advice regarding your personal circumstances and any options available to you.

Don't have an investor login? Register here
  • 1
    Go to montaka.apexgroupportal.com and select Investor Registration
  • 2
    Select your relevant fund (MOGL or MKAX)
  • 3
    Have your SRN or HIN ready — available on your holding, transaction and distribution statements