How do I change the investment portfolio my goal is invested in?

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To change the investment portfolio that your goal is invested in, begin by setting up a new goal which mimics the details of your previous goal, with your preferred investment portfolio. Return to your original goal and select “transfer”. This will allow you to transfer the balance of your original goal to your new goal with the desired investment portfolio. You can then delete your original goal once your balance is $0 and you ensure there are no pending or recurring deposits. Costs may be incurred if you decide to move money between different investment portfolios because this triggers a buy-sell transaction. For more information on fees please read the PDS and Investment Guide.