Why Invest With Us?
Our investment philosophy
Six benefits of investing with us
Our investment committee
The primary role of our Committee is to oversee the general management and ongoing monitoring of our investment solutions and investment strategies.
FAQs
What is a Professionally Managed Account (PMA)?
Under our Professionally Managed Accounts, you will gain the following benefits:
1. Professionally managed investment portfolio: An investment portfolio managed by InvestSMART's investment team.
2. You own the securities: The investor holds legal ownership and the underlying securities are registered under your name.
3. Reporting: Complete end of year Accounting and tax reporting is provided on your investment.
4. Transparency: Investors are provided full visibility of all stocks held in your portfolio.
5. Tailored & Unique Portfolio: Under a PMA, we offer multiple model portfolios to choose from so that you can create a customised and diversified portfolio to suit your individual needs. Our model portfolios will differ in the levels of risk and return, and each model offers a different investment emphasis (such as Australian & international equities, property securities, international ETFs, etc).
6. Account Management: The paperwork and administration is taken care of, reducing the administrative burden on investors.
7. Tax effective: You only pay tax on gains & income you received.
8. Inflows & outflows: Your investment will not be impacted by the decisions of other model portfolio investors. An example of this is when a pooled investment like a managed fund receives redemption requests at the bottom of the market and is a forced seller at the worst time.
9. Flexibility with income/distributions: Choose to receive the dividends directly into an account of your choice or set up a regular payment or request drawdowns on an adhoc basis.
What are InvestSMART's investing principles?
Diversification
We recognise that over the long term not one asset class is guaranteed to deliver substantial outperformance on a consistent basis and that attempting to time the turning points across the various asset classes is near impossible.
Lower Fees
Compounded over time, even a small difference in fees can result in substantial differences to your return and a higher management fee is no guarantee of better performance.
Transparency
We believe in absolute transparency. This directly impacts how we manage conflicts and report our performance. We take disclosure, conflicts and transparency extremely seriously.
How long does it take for my cash to be invested?
Once the funds have cleared in the InvestSMART Applications Account they will be transferred over night into your investment account. Once settled in the investment account our team will buy the holdings in the model/s you have selected.