Invest in one or more of our 12 professionally managed portfolios.
Customise your portfolio by adding up to 5 ETFs from our star rated approved list.
Enjoy $0 brokerage on buy orders.
Automate regular contributions or add funds when it suits.
How it works
Build your own
Custom portfolio.
Conservative
Balanced
50
50
Growth
High Growth
Ethical Growth
1
Start your portfolio
Choose one of 12 professionally managed ETF diversified and/or single asset class portfolios.
up to
5
ASX ETFs
2
Customise
Choose up to 5 ETFs – from Gold to US Tech and beyond – that match your market interests.
3
Relax
We manage and monitor your portfolio for you, with everything tracked in your online dashboard.
Custom ETF approved list
Customise your portfolio by adding up to 5 ETFs.
Capped management fees
Simple, transparent pricing.
No hidden costs.
Enjoy low management fees from $44 per annum - capped at $880. It's an Australian first: clear, capped management fees with no surprises. Plus we have a flat admin fee of 0.11% per annum that includes all buy-side brokerage.
What’s included with your Custom portfolio.
$0 brokerage on buy orders.
No brokerage costs on buys to keep your costs down. Sell-side brokerage is the greater of $4.40 or 0.044% of the trade value.
Professional monitoring
Your investments stay aligned with your goals.
Online investment platform
View performance, update settings, and make changes anytime.
Capped fees
Management fees of 0.44% p.a, capped at $880 p.a. for accounts over $200,000, plus a flat 0.11% p.a. admin fee.
Regular contributions
Set up automatic contributions or add funds when it suits you.
Income sweep
Choose to reinvest income or have it paid directly to your bank account.
Have a question or need help? Feel free to reach out.
Chat with us online.
Live chat available 9am–5pm, Monday to Friday.
Start a chat
Book a time that suits you.
We’ll call you back at your convenience
Book a callback
Talk to us.
Speak with a real person - right here in Australia.
1300 880 160
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.
Paul Clitheroe, AM
Chairman
Alastair Davidson
Head of Funds Management
Ron Hodge
Managing Director
Effie Zahos
Money Commentator & Director
Alan Kohler, AM
Founder - Eureka Report
FAQs
For answers to common questions, visit our Help Centre.
IMPORTANT: This information is general financial product advice only and has not taken into account your objectives, financial situation or needs. Consider whether this advice is right for you. You should consider the relevant Product Disclosure Statement (PDS), Financial Services Guide (FSG), Target Market Determination (TMD) or seek professional advice before making any investment decision. The PDS for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160.
* InvestSMART’s capped management fees (capped at $880 p.a.) do not include indirect management fees charged by Exchange Traded Funds, brokerage or administration fees. Administration fees are applicable at 0.11% per annum and include all buy-side brokerage. Sell-side brokerage is applicable at the greater of $4.40 or 0.044% per trade. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu.
# Performance figures are after management and admin fees excl. brokerage and assuming dividends re-invested and no withdrawals. Performance figures for periods greater than one year are annualised and presented as "per annum" values. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. This may not include all funds available for retail investment in Australia. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. Historical performance is not a reliable indicator of future performance.
^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. This may not include all funds available for retail investment in Australia. Only funds with > three year returns were included in any fee comparison, and were compared to Morningstar’s nominated benchmark. Fees are calculated by Morningstar as the average over 10 years. Whilst every care has been taken in producing these numbers, InvestSMART does not guarantee the accuracy of the figures produced in the table. Fee data may not include all costs being charged such as platform and adviser fees. For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth.
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