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How much can I withdraw?

You can withdraw a minimum of $3,000, as long as you maintain a minimum portfolio value of $3,000 after the withdrawal. This condition is applicable if you intend to remain invested in that portfolio.

So, if your portfolio value is less than $6,000 and you wish to withdraw some amount, then you would need to withdraw the entire amount in the portfolio, resulting in the closure of that portfolio.

If we need to execute sell trades to implement your withdrawal order, your portfolio might change from a 'fully-diversified' portfolio to a 'partly-diversified' portfolio. In such a scenario, we strongly recommend you maintain a 'fully-diversified portfolio' although with a reduced portfolio value. Accordingly, you can consider withdrawing a suitable amount.

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Avail general financial advice and personal financial advice, in the form of digital advice, for your long-term investing needs by creating an account with QuietGrowth. Delegate your long-term investment activity to us. We offer Individual, Joint, SMSF and Trust account types.

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