InvestSMART
InvestSMART Conservative fund offer closes 30th April 2021. Find out more.

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 1wk ago

Minimum Invested amounts

I have $30,000 to invest. What is the minimum amount that you have to keep invested and can you take... Read full Q&A
Tom Wilson Answered by Tom Wilson 2wks ago

Changing portfolios

I have 25K in your conservative fund; my circumstances have changed I am interested in a more growth oriented fund.... Read full Q&A
Tom Wilson Answered by Tom Wilson 3wks ago

What portfolio to invest in?

We are retired with no super. We own our own house and have about $800,000 to invest. My husband has... Read full Q&A
Tom Wilson Answered by Tom Wilson 3wks ago

Do the performance figures include fees?

Hi, Just a short question about fees. I am trying to figure out my actual return for each of your... Read full Q&A
Tom Wilson Answered by Tom Wilson 4wks ago

The withdrawal process and timing

Hi ...when making a withdrawal request ..I understand it can take 5-10 days for funds to land in the linked... Read full Q&A
Tom Wilson Answered by Tom Wilson 1mth ago

Is InvestSMART membership free?

Is it correct that the management fee only applies when I start investing? In other word, this is a free... Read full Q&A
Mitch Datson Answered by Mitch Datson 1mth ago

Can I withdraw funds at any time?

Can I withdraw funds - Submitted by Janelle Read full Q&A
Tom Wilson Answered by Tom Wilson 1mth ago

Withdrawing funds from Investments

How do I liquidate some of my shares? How long does it take to receive the money? Thank you -... Read full Q&A
Tom Wilson Answered by Tom Wilson 1mth ago

Where are my tax statements kept online?

Where do I find tax statements? - Submitted by Patricia Read full Q&A
Tom Wilson Answered by Tom Wilson 1mth ago

Are you a Super Fund?

Do you operate a superannuation fund? - Submitted by Michael Read full Q&A

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