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

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

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

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

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

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

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

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

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

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

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

1 - 10 of 53 results

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As at {{ popupSelectedModel.returnDate \| date:'dd MMM yyyy' }}	1 yr.	2 yr.	3 yr.	4 yr.	SI* p.a
{{ popupSelectedModel.name }}	{{ popupSelectedModel.stats.returns.adjReturn1Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn2Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn3Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn4Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.returnInception \| percentage:2:100:'N/A' }}
Avg of {{ popupSelectedModel.benchmark.peers.peerCount }} Peers	{{ popupSelectedModel.benchmark.peers.returns.return1Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.benchmark.peers.returns.return2Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.benchmark.peers.returns.return3Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.benchmark.peers.returns.return4Year \| percentage:2:1:'N/A' }}	N/A
Excess to Peers	{{ popupSelectedModel.stats.returns.adjReturn1Year && popupSelectedModel.benchmark.peers.returns.return1Year ? popupSelectedModel.stats.returns.adjReturn1Year - popupSelectedModel.benchmark.peers.returns.return1Year : null \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn2Year && popupSelectedModel.benchmark.peers.returns.return2Year ? popupSelectedModel.stats.returns.adjReturn2Year - popupSelectedModel.benchmark.peers.returns.return2Year : null \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn3Year && popupSelectedModel.benchmark.peers.returns.return3Year ? popupSelectedModel.stats.returns.adjReturn3Year - popupSelectedModel.benchmark.peers.returns.return3Year : null \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn4Year && popupSelectedModel.benchmark.peers.returns.return4Year ? popupSelectedModel.stats.returns.adjReturn4Year - popupSelectedModel.benchmark.peers.returns.return4Year : null \| percentage:2:1:'N/A' }}	N/A

Amount invested	Our management fees
$10,000 to $18,000	$99 p.a.
$18,000 to $82,000	0.55% p.a.
$82,000+	$451 p.a. capped fees

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