Yes, you can complete a broker to broker transfer or an Off Market Transfer. Please contact us to obtain the correct form at invest@investsmart.com.au.

Transferring one holding out will void the portfolio. This means the existing holdings in that portfolio will be liquidated and the cash reserve returned to you. This will close the account.

Note: A fee of $27.50 per line of stock may apply for transfers out. Refer to the PDS for further details.