Search
Nominate InvestSMART as your managed funds broker

Nominate InvestSMART as your managed funds broker

   Print

  • Need help or more information? Call us on 1300 880 160
  • Skip this process & download a blank Nomination Form - click here

How the process works:


Nominate InvestSMART as your managed funds broker. You can reduce the fees you pay on your managed funds, superannuation and allocated pension.

With InvestSMART as your managed funds broker you can get:

  • 100% entry fee rebates on new investments and ongoing contributions into existing investments
  • Cash back every year through our innovative TrailCap™ program - we send you a cheque for 50% of the trailing commissions we are paid by participating fund managers on your family of investments over $300 p.a.*
  • PLUS - your investments don't change and it's free!






What do I need to get started?

You'll need the following information (most of which can be found on the statements you receive from your fund managers)...

  • your Account/Client Numbers - as issued to you by the fund manager
  • the holding name of your investments (e.g. John Smith, Smith Super Fund etc)
  • the name of the funds you're invested in
 

How it works?

Click on the Join TrailCap button above and you'll be led through the following steps...

  • enter your details & list your investments
  • print & sign a pre-filled form (PDF format)
  • mail or fax these back to InvestSMART
  • we'll send these to your fund managers(s)
  • you can enjoy the savings


* The TrailCap™ program is only applicable to those funds managed by participating fund managers. It does not apply to any wholesale-managed funds, or managed funds that do not pay InvestSMART a trailing commission.