Step 5

Transfer portfolio

All done! start investing

Employee contributions: Text needed about members letting their employers know about the changes so they super contributions go to their new SMSF.

Funds ready: when your super arrives in your SMSF bank account, you can start investing.

Brokerage: Through your broking account, you can buy any shares you like, though we recommend you stay within your chosen investment strategy

Diversified portfolios: InvestSMART has a number of ready made portfolios to get you started, or your can use our Statement of Advice tools to get a recommendation of which portfolio to buy.

Make payment

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Basic

Essentials

Property

Premium

InvestSMART

SMSF Property

$1,690/

yearly

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New set up or transfer, full admin and investing

Cash, term deposits

ASX shares & ETFs

Only to clients who’ve invested $100,000 in our portfolios

Pay with card

Card
VISA
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