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Data feeds access for accountants or advisers

Looking to set up data feeds access for your accountant or advisor?

Please fill out the third party authority form for data feeds access and email to invest@investsmart.com.au

We have dedicated feeds for Xplan, Class, Praemium, IDS super, BGS, BGL and Complii - however this list is constantly evolving so feel free to reach out if you use a different platform and we can investigate further.

How do I authorise someone to request information on my behalf?

To set up a third party authority request for your accountant, advisor or auditor, we require you to fill out the following form and email to invest@investsmart.com.au

Third party authority form

Please note, we are unable to provide full-access to a third party to make allocation changes, withdrawals and other portfolio actions. This does not apply to power of attorneys.

My accountant wants a cash report, how can I generate one?

You can generate a Cash Transactions Report and other reports online in PDF or CSV format.

You can generate the following:

Investment Portfolio Report: Provides a valuation of the portfolio as of 30 June for the financial year chosen
Cash Transactions Report: A cash transaction statement for the date range selected
Investment Income Report: Shows dividends received and franking information
Realised Capital Gains Report: Shows capital gains/losses that have occurred
Unrealised Capital Gains Report: Shows capital gains/losses that have not yet occurred or been realised.

To simplify your account, you can provide your accountant or adviser access to your account information via a Third Party Authority Request.