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Overview

Capped Fees

Key details

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Quarterly Update from the Portfolio Manager

 

Our Investment Solutions

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Low-cost ETF Portfolios
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Active Stock Portfolios
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Invest Now Learn more

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FAQs

Yes you can. You are able to set up a regular contribution plan or add funds at any point for your InvestSMART PMA.

When setting up your account you can elect to have a monthly direct debit from your bank account into your InvestSMART PMA. The minimum monthly direct debit amount is $100.

If you are already invested you will find the form to set up the regular contribution plan in the forms section of the InvestSMART Portfolio Manager or you can simply email invest@investsmart.com.au.

To add funds whenever you wish using the BPAY reference number assigned to you on your original application.

Yes, you can easily switch between investment models and yes you can hold more than one investment model in the same account.

To switch between investment models you will need to complete a model allocation form. You will find the model allocation form within the InvestSMART Funds section of the Portfolio Manager. Complete this form and email it to invest@investsmart.com.au. There are no administration fees for changing between models. The only costs associated would be the brokerage charges for selling and buying the new holdings. 

You can hold as many investment models in the same account as you like. If the model is part of our capped fee range the management fee will apply to your account as a whole. For example if you hold the InvestSMART Balanced Portfolio and the InvestSMART International Portfolio you will only pay a maximum of $451pa on your portfolio and not $451 per model.

 

Yes. Investors have legal ownership of the shares and they are held on a HIN (holder identification number) registered with CHESS in the investors name.

Should you wish to withdraw your investment with InvestSMART you can transfer your shares out to a brokerage account of your choice. 

Yes, your InvestSMART PMA will receive dividends from the holdings. InvestSMART does not participate in dividend reinvestment plans. As the dividends from your holdings are paid they will go into the cash component of your account. You will see these via the Dividends & Interest tab and Deposits & Withdrawals tab within the InvestSMART Funds section of the Portfolio Manager.

Clients can elect to have the dividends paid out in a monthly income sweep. At the end of each month all dividends and interest received by your account will be tallied and paid out to the bank account you nominated in your application form.

If you do not have an income sweep in place the dividends will remain as cash and invested when your portfolios cash percentage exceeds the investment models.

Yes. You will receive a comprehensive tax statement at the end of financial year and you will receive the franking you're entitled to once you submit your tax return.

You will be able to see your portfolio via the InvestSMART Portfolio Manager. Clients are able to see all holdings, the cost base, dividends and interest, fees, all transactions and deposits and withdrawals.

You are also able to include in the Portfolio Manager any investments you have outside of InvestSMART so you can have a neat overview of your total investments. The team can help you set this up.

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