Investing with Us
Useful Forms
Withdrawal Request
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 |
