If you are looking to change your strategy, to become more growth focussed (or vice-versa), to switch from a model to a sustainable portfolio, or Income and Inflation portfolio, here's how you can do it:
1. Login to your dashboard and go to 'Your investments'.
2. Select the 'Your Stockspot Portfolio' tab at the top.
3. Scroll down and select 'Change investment strategy'. Ensure you read important information about capital gains tax considerations then, then select 'I understand and would like to proceed' and 'Continue'.
4. Select your preferred portfolio and then select 'Save & sign agreement'. This involves typing in your name and submitting your request.
5. Our advice team will review the request sign-off on it.
6. Your portfolio will be rebalanced to align it to the new weightings. For portfolios under $10,000 a rebalance may not be required.
If you're not sure, speak with our team. We are on +612 8091 8090.