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.
Latest

APIR Codes for Funds
Do all funds and investments use APIR Codes? - Submitted by Robyn
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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...
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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...
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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...
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InvestSMART accounts for children
I started a fund for my daughters 5 years ago with AMP and now they are closing theses funds. I...
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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...
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Annuities & income products
Do you have a system for retirees such as an annuity, if so could you please advise of any options...
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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...
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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...
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When and how will I receive my tax statement?
How do I get my 19/20 tax statement?
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