InvestSMART

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Frequently asked questions and other supporting information

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

FormDescriptionDownload
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
 
 
 
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