InvestSMART

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Frequently asked questions and other supporting information

Investing with Us
Useful Forms

Change of model allocations

To change the allocation of your investments across portfolios within your Professionally Managed Account, please complete the form below, sign and email it back to us at invest@investsmart.com.au.  

If you have any problems or would like to talk to someone please call us on 1300 880 160.


Change of Model Allocation

FormDescriptionDownload
Model Allocation Changes Request Use this form to change your Model Allocation Download this form
 
 
 
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