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
| Form | Description | Download |
|---|---|---|
| Model Allocation Changes Request | Use this form to change your Model Allocation | Download this form |
Call 1300 880 160
Start a chat
Schedule a call
