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        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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        Managing Your ETF Investments

        MUFG Corporate Markets (AU) Limited (MUFG)is the unit registry for all Australian SPDR ETFs.

        MUFG Investor Centre

        Working with MUFG Corporate Markets (AU) Limited

        Your clients can view their SPDR ETF investments by registering for access to the MUFG Investor Centre portal.

        Once they’ve registered, they’ll need to provide MUFG with further details including email address, bank account details, Tax File Number (TFN) and Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) details. 

        MUFG are there to help with all administration of SPDR ETF holdings including:

        • Updating personal details and communication preferences
        • Viewing distribution and annual tax statements 
        • Updating distribution reinvestment plan (DRP) preferences (if available)

        Register with MUFG

        Setting up a Portfolio Login allows your clients to easily manage their holdings across issuers who use MUFG as their registrar.

        • If your client doesn’t already have a Portfolio Login with MUFG, they can register by going to the MUFG Investor Centre, selecting Register Now and following the prompts 
        • Then, they will need to enter the Issuer name or code: “State Street Global Advisors” or “SPDR” for all Australian SPDR ETFs or “SPY” for the SPDR S&P 500 ETF Trust
        • They will need their Holder Identification Number (HIN) or Security holder Reference Number (SRN).
        • They will need to enter the postcode of the address used with their online broker or issuer-sponsored account. If the registered address is overseas, select Outside Australia

        Manage MUFG Account Preferences

        Your client can add/update their personal details and set communication preferences in the MUFG Investor Centre portal.

        We are committed to keeping your clients fully informed about their investments in a timely manner. This is why it’s important that we have their current email address on file. If they need to update their email address, please direct them to the MUFG Investor Centre portal to manage their communication options.

        Clients can choose to receive all communications electronically. They can select this option by selecting Communications, click on Preferences and select ALL communications electronically.

        MUFG Investment Centre

        Quick Reference

        View Performance

        Our Fund Finder will take you to the relevant ETF page where you can view historical performance of ETF holdings.

        View Performance

        Product Documents

        Read and download the latest available fund documents for SPDR ETFs.

        View Documents

        How to Invest

        ETFs are quoted on the Australian Securities Exchange (ASX) so your client's can invest directly via their preferred broker or investment platform.

        Learn More

        If your client has questions about the administration of their investments, please have them contact MUFG on 1300 665 385 or email SPDR@cm.mpms.mufg.com.

        If you have questions related to our SPDR ETFs, please contact us.

        Issued by State Street Global Advisors, Australia Services Limited (AFSL Number 274900, ABN 16 108 671 441) ("SSGA, ASL").  Registered office: Level 14, 420 George Street, Sydney, NSW 2000, Australia · Telephone: 612 9240-7600 · Web: www.ssga.com. 

         

        SSGA, ASL is the Responsible Entity and the issuer for the State Street Managed Funds, which are unquoted, and the SPDR® ETFs which are quoted on the AQUA market of the ASX or listed on the ASX. SSGA ASL is the AQUA Product Issuer for the CHESS Depositary Interests (or "CDIs") created over interests in the SPDR® S&P 500® ETF Trust (“SPY”) which were first quoted on the AQUA market of the ASX on 13 Oct 2014. State Street Global Advisors Trust Company (ARBN 619 273 817) is the trustee of, and the issuer of interests in, the SPDR® S&P 500® ETF Trust, an ETF registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940 and principally listed and traded on NYSE Arca, Inc. under the symbol "SPY".

         

        This material is general information only and does not take into account your individual objectives, financial situation or needs and you should consider whether it is appropriate for you. You should seek professional advice and consider the product disclosure statement, available at ssga.com, before deciding whether to acquire or continue to hold the Funds. Target Market Determinations can also be found at ssga.com.  This material should not be considered a solicitation to buy or sell a financial product or security. 

         

        Investing involves risk including the risk of loss of principal. Diversification does not ensure a profit or guarantee against loss.

         

        Risk associated with equity investing includes stock values which may fluctuate in response to the activities of individual companies and general market and economic conditions.

         

        ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF’s net asset value. ETFs typically invest by sampling an index, holding a range of securities that, in the aggregate, approximates the full index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index.  

         

        SPDR®, Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC, Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC, ASX® is a registered trademark of the ASX Operations Pty Ltd], these trademarks have been licensed for use by S&P Dow Jones Indices LLC and licensed for use for certain purposes by State Street. MSCI indexes are the exclusive property of MSCI Inc.(“MSCI”). MSCI and the MSCI index names are service mark(s) of MSCI or its affiliates and have been licensed for use for certain purposes by State Street.  The products referenced herein are not sponsored, endorsed, sold or promoted by any of these third party entities and none of these entities bear any liability with respect to the products or make any representation, warranty or condition regarding the advisability of buying, selling or holding any products issued by SSGA, ASL.

         

        There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

         

        The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA ASL’s express written consent.

         

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