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  • When do the TFN and ABN quotation rules apply?

    The rules apply:

    • for accounts and investments you currently have
    • when you open a new account or investment, or
    • when your circumstances change.

    Not all investment bodies automatically attach or transfer a TFN or ABN when an investment is renewed. You may have to quote your TFN or ABN again if you renew an investment.

    Last modified: 16 Mar 2015QC 16808