InvestSMART
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.


Identity Verification Forms

FormDescriptionDownload
AML Identity Verification Form
Individual and Joint
Use this form if you are an Individual or Joint Investor and your Identity has not yet been verified Download this form
AML Identity Verification Form
Company
Use this form if you are a Company/Corporate Investor Download this form
AML Identity Verification Form
Trust (Individual Trustee)
Use this form if you are a SMSF or Trust Investor with Individual Trustees Download this form
AML Identity Verification Form
Trust (Company Trustee)
Use this form if you are a SMSF or Trust Investor with a Company/Corporate Trustee Download this form
AML Certified Documents Guide This form outlines the requirements of how and who can certify documents Download this form
 
 
 

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.

 

Contributions via Direct Debit

FormDescriptionDownload
One Off DD Cash Contribution Use this form to make a One Off Direct Debit Contribution Download this form
One Off DD Cash Contribution with Model Selection Use this form to make a One Off Direct Debit Contribution into a particular Model (minimum $5,000) Download this form
Regular Contribution Plan Request Use this form to establish or amend a Regular Contribution Plan (minimum $100 per month) Download this form


 
 

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
 
 
 

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.

 

Withdrawal Requests

 

Form Description Download
Partial Withdrawal Request Use this form to make a Partial Cash Withdrawal from your SMA Download this form
Full Withdrawal Request (Account Closure) Use this form to Close your account and make a Full Withdrawal Download this form
 
 
 
Related topics

Under our Professionally Managed Accounts, you will gain the following benefits:
1. Professionally managed investment portfolio: An investment portfolio managed by InvestSMART's investment team.
2. You own the securities: The investor holds legal ownership and the underlying securities are registered under your name.
3. Reporting: Complete end of year Accounting and tax reporting is provided on your investment. 
4. Transparency: Investors are provided full visibility of all stocks held in your portfolio.
5. Tailored & Unique Portfolio: Under a PMA, we offer multiple model portfolios to choose from so that you can create a customised and diversified portfolio to suit your individual needs. Our model portfolios will differ in the levels of risk and return, and each model offers a different investment emphasis (such as Australian & international equities, property securities, international ETFs, etc).
6. Account Management: The paperwork and administration is taken care of, reducing the administrative burden on investors.
7. Tax effective: You only pay tax on gains & income you received.
8. Inflows & outflows: Your investment will not be impacted by the decisions of other model portfolio investors. An example of this is when a pooled investment like a managed fund receives redemption requests at the bottom of the market and is a forced seller at the worst time.
9. Flexibility with income/distributions: Choose to receive the dividends directly into an account of your choice or set up a regular payment or request drawdowns on an adhoc basis.

Once the funds have cleared in the InvestSMART Applications Account they will be transferred over night into your investment account. Once settled in the investment account our team will buy the holdings in the model/s you have selected. 

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 click on Investment Preferences to set up or amend the regular contribution plan in the Quick Links section or the My Account section when you are logged in.

To add funds whenever you wish click on the Add Funds link in the Quick Links section or in My Account.

Yes, you can easily switch between investment models and yes you can hold more than one investment model in the same account.

To switch between investment models simply click on Modify Allocations via the Quick Links section or within My Account. There are no administration fees for changing between models. The only costs associated would be the brokerage charges for selling and buying the new holdings. 

You can hold as many investment models in the same account as you like. If the model is part of our capped fee range the management fee will apply to your account as a whole. For example if you hold the InvestSMART Balanced Portfolio and the InvestSMART International Portfolio you will only pay a maximum of $451pa on your portfolio and not $451 per model.

 

Yes. Investors have legal ownership of the shares and they are held on a HIN (holder identification number) registered with CHESS in the investors name.

Should you wish to withdraw your investment with InvestSMART you can transfer your shares out to a brokerage account of your choice.