InvestSMART

How it works

1. Understand your objectives
2. Find the right portfolio for you
3. Customise & Invest
4. Tax reporting & monitoring
1. Understanding your circumstances & objectives
Understand your circumstances
Where are you now?

Choose your investment goal
What do you wish to achieve?

Investing timeframe
How long do you have to get there?
2. Finding the portfolio that suits your needs
Diversified portfolios
A mix of asset classes in one portfolio

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

Combine them both
Tailor your own portfolio
3. Customise & invest how you want it, we'll do the rest
Automated regular contributions
Contributions can help you achieve your goal faster

Automated income sweeps
Dividends paid to your bank account

Security selection & rebalancing
Our experts manage the rest
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.

There’s an account to suit your needs

Individual

An investment account for people looking to invest in their own name. Get Started
Joint

An investment account for two individuals, such as a couple, looking to invest together. Get Started
Family Trust Individual

An investment account for a family trust where the individuals are trustees. Get Started
Family Trust Corporate

An investment account for a family trust with a company as trustees with the individuals as directors. Get Started
SMSF Individual

An investment account for a SMSF where the individuals are trustees. Get Started
SMSF Corporate

An investment account for a SMSF with a company as trustees with the individual/s as director/s. Get Started
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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