1. Understanding your circumstances & objectives
Understand your circumstances
Where are you now?
Choose your investment goal
What do you wish to achieve?
How long do you have to get there?
2. Finding the portfolio that suits your needs
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
Annual tax statement
We consolidate all income & trading activity for tax reporting
Track your holdings & performance
Anytime online access to your portfolio
Regular portfolio updates from our portfolio managers
There’s an investment account to suit your needs
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
“After using the InvestSMART compare your funds tools, I realised I was paying high fees for under market performance. InvestSMART’s simple capped fees appealed to me, no matter how big my investments grow I will never pay them more than $451 per year. Their performance has been great and the reporting is very good and frequent.”
“I did a lot of research and compared other firms before choosing the InvestSMART “capped fee portfolio”. This feature provides me with the certainty of both knowing my account will not be drained by additional fees found in the fine print. I have only been with InvestSmart a few months and am pleased with the above average personal customer service, ease in accessing the on-line information and the performance of my investment.”
“On the face of it, 1-2% investment management fees doesn’t seem like a large amount, but when calculating the total impact on my returns over time, it clearly has a significant negative impact. With that in mind, I’ve transitioned to InvestSMART capped fee products to minimise investment costs, which will significantly improve my returns when compared to my previous investments. I’m extremely happy with the transparency and information available on the portfolios, but possibly the biggest appeal to me with investing with InvestSMART has been the responsiveness and willingness of the team to assist with questions I've had. I’d happily recommend InvestSMART to others.”
“InvestSMART has helped me get started with investing, learn about the importance of diversification and make more informed decisions. The free portfolio manager is great for me to keep track of all my investments.”
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