InvestSMART and BT Wrap
Quality Transactional Service
InvestSMART's dedicated team is available on 1300 880 160 during business hours to answer any queries and handle urgent orders.
All BUY/SELL orders for managed funds need to be made through a "Managed Fund Transaction Form". These forms need to be downloaded, completed, signed and either posted or faxed to InvestSMART.
All BUY/SELL orders for listed securities need to be made through a "Listed Security Transaction Form". These forms need to be downloaded, completed, signed and either posted or faxed to InvestSMART. (Hartley Poyntons preferred broker)
Fax : 1300 880 260
Address : GPO Box 4477, Sydney NSW 2001
Fee flexibility
BT Wrap provides access to wholesale managed funds at wholesale rates plus a tiered administration fee based on account size as follows:
| Account Size ($) |
Admin Fee |
| 0 - 100k |
0.79% |
| 100 - 250k |
0.70% |
| 250 - 1000k |
0.23% |
| 1000 - 2000k |
0.09% |
| 2000k + |
Nil |
InvestSMART Financial Services charges an adviser service fee of only 0.55%p.a. on the value of managed funds and shares in the portfolio, making this WRAP service probably the most cost effective wrap service in Australia.
InvestSMART Financial Services does not offer any advice, and provides an execution only service.
|
