InvestSMART

InvestSMART Q&A

Are you a current investor with a question? Are you looking at our portfolios and have a question about how they work or what’s in them? Submit your question here for our team.

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Tom Wilson Answered by Tom Wilson 3d ago

APIR Codes for Funds

Do all funds and investments use APIR Codes? - Submitted by Robyn Read full Q&A
Tom Wilson Answered by Tom Wilson 3wks ago

Do I need to be an Australian citizen or living in Australia to invest?

Can an Indian National Resident in Australia on Temporary Residency VISA and who has a job in Sydney invest using... Read full Q&A
Tom Wilson Answered by Tom Wilson 1mth ago

Why am I asked for bank details during the application process?

I am interested in investing in one of your managed funds after completing the Bootcamp course. During the application process... Read full Q&A
Tom Wilson Answered by Tom Wilson 2mths ago

How to set up Regular Contributions

Hi, I am interested in setting up an account for my SMSF. Once a portfolio is established can I set... Read full Q&A
Tom Wilson Answered by Tom Wilson 2mths ago

InvestSMART accounts for children

I started a fund for my daughters 5 years ago with AMP and now they are closing theses funds. I... Read full Q&A
Tom Wilson Answered by Tom Wilson 2mths ago

Minimum Investment Size for Portfolios

Hi, I am interested in the ETF Porfolios. However the minimum seems to be $10,000. Will there be any for less... Read full Q&A
Mitchell Sneddon Answered by Mitchell Sneddon 2mths ago

Annuities & income products

Do you have a system for retirees such as an annuity, if so could you please advise of any options... Read full Q&A
Evan Lucas Answered by Evan Lucas 2mths ago

Superannuation and the bucket strategy

Hi, I did you’re excellent investing boot camp recently and learnt a lot. One of the key takeaways for me... Read full Q&A
Tom Wilson Answered by Tom Wilson 2mths ago

Financial Planning at InvestSMART?

Do InvestSMART provide Financial Planning services ? My current financial planner charges $15k per annum to manage a SMSF ($1.2M), SFI warrants... Read full Q&A
Tom Wilson Answered by Tom Wilson 3mths ago

When and how will I receive my tax statement?

How do I get my 19/20 tax statement? Read full Q&A

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