InvestSMART

How it works

1. Find the portfolio that works for you
2. Open your Professionally Managed Account (PMA)
3. Customise & Invest
4. Sit back & Relax
how it works
1. Find the right investment portfolio
Diversified portfolios
A mix of asset classes in one portfolio of Exchange Traded Funds (ETFs).

Single asset class portfolios
Gain exposure to one or more asset classes

how it works
2. Open your PMA account
Easy online application process
Submit your application and fund when ready

Choose your investment type
Setup an individual, company or SMSF account, plus many other types

One low account fee
Fees starting at $99 capped at $451 p.a
how it works
3. Customise your investments how you want
Automated regular contributions
Contributions can help you achieve your goal faster

Automated income settings
Dividends paid to you or a regular set amount

Security selection & rebalancing
Our experts manage the rest
how it works
4. Tax reporting
& monitoring
Annual tax statement
We consolidate all income & trading activity for tax reporting

Track your holdings & performance
Anytime online access to your portfolio

Monthly updates
Regular portfolio updates from our portfolio managers
Ready
to invest?
Be part of the capped fee revolution. Grow your money, not your fees.
how it works

There’s an investment account to suit your needs

individual
Individual
Investment account for people who want to invest under their own name. Get Started
company
Company
Investment account for people who want to invest as a company. Get Started
trust
Family Trust
Investment account for a family trust where the individuals are trustee. Get Started
joint
Joint
Investment account for two individuals, such as a couple, looking to invest together. Get Started
smsf
SMSF Individual
Investment account for a SMSF where the individuals are trustees. Get Started
smsf
SMSF Corporate
Investment account for a SMSF with a company as trustees with the individual/s as director/s. Get Started
individual
Individual Trustees for a Child
Investment account for people who want to invest as an individual trustee for a child. Get Started
child
Joint Trustees for a Child
Investment account for people who want to invest as trustees for a child. Get Started
how it works
how it works
Your privacy and security are our top priority
Our bank-level web security keeps your information safe and secure (for the geeks out there, that’s our 256-bit SSL/TLS certificate).
Your investments are held safely in your own name under your own individual Holder Identification Number (HIN).
We never share your personal information with unrelated third parties or advertisers.
Trusted by thousands of Australians
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