Investing with Us
Top Ups and Ongoing Contribution 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.
Contributions via Direct Debit
| Form | Description | Download |
|---|---|---|
| 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 |
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