Help Centre

Frequently asked questions and other supporting information

Investing with Us
Can I set up a regular contribution plan or easily add to my portfolio when I want?

Yes you can. You are able to set up a regular contribution plan or add funds at any point for your InvestSMART PMA.

When setting up your account you can elect to have a monthly direct debit from your bank account into your InvestSMART PMA. The minimum monthly direct debit amount is $100.

If you are already invested you will find the form to set up the regular contribution plan in the forms section of the InvestSMART Portfolio Manager or you can simply email invest@investsmart.com.au.

To add funds whenever you wish using the BPAY reference number assigned to you on your original application.

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