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 5mths 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 5mths 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 5mths 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 5mths 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
Mitch Datson Answered by Mitch Datson 6mths ago

Adding to specific portfolios

Hi I would like to add to my investment but instead of splitting it into the Balanced and Conservative, I... Read full Q&A
Mitchell Sneddon Answered by Mitchell Sneddon 6mths 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 6mths 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 6mths 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 7mths ago

When and how will I receive my tax statement?

How do I get my 19/20 tax statement? Read full Q&A
Evan Lucas Answered by Evan Lucas 7mths ago

How does InvestSMART choose its ETFs for their portfolios?

Hi Team, with so many choices of ETF's out there to choose from, I'm curious how InvestSMART selected the ETFs... Read full Q&A

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