Single account holder to a joint account

Unfortunately, you cannot add another person (partner, wife, husband etc.) and convert the InvestSMART PMA account into a joint account.

You will need to open a new joint account by choosing 'Invest Now' on one of the portfolio product pages.

  1. Open a new joint PMA account

  2. Choose the portfolio type(s)

  3. Choose the investment amount

  4. Complete the application

  5. (Optional) Close the existing individual PMA account by completing a full withdrawal online

  6. Fund the new joint PMA account

Changing directors, trustees, beneficiaries in a company, trust, or SMSF

You need to notify us of any changes to the directors, trustees, beneficiaries in a company, trust, or SMSF at your earliest convenience.

We will require supporting documents so we can make this update to your existing account. You can email this request and supporting documentation to invest@investsmart.com.au.

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