Help Centre

Frequently asked questions and other supporting information

Useful Forms

Investing with Us
Useful Forms

To set up a new Professionally Managed Account we need to prove your identity with 100point check, please complete the form below, sign and email it back to us at invest@investsmart.com.au for new acounts.  

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

Investing with Us
Useful Forms

Automating your savings by adding regular contributions to your account , is a great way to consistently grow your investment over time, and smooth out the volatility of markets over time.

If you are interested in setting up a Regular Contribution Plan or investing more in your Professionally Managed Account , please complete the relevant form below, sign and email it back to us at invest@investsmart.com.au .

If you have any questions or would like to discuss this further, please feel free to call us on 1300 880 160.

 

Investing with Us
Useful Forms

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.

Investing with Us
Useful Forms

To make a whole or partial withdrawal from 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.