InvestSMART

InvestSMART Custom

Reach your goals
with your own
custom
portfolio.

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Invest in one or more of our 12 professionally managed portfolios.
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Customise your portfolio by adding up to 5 ETFs from our star rated approved list (Min investment $2,000 per ETF).
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Enjoy $0 brokerage on buy orders.
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Automate regular contributions or add funds when it suits.
custom portfolio

What’s included with your
Custom portfolio.

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$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.

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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.

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Professional monitoring

Your investments stay aligned with your goals.

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Regular contributions

Set up automatic contributions or add funds when it suits you.

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Online investment platform

View performance, update settings, and make changes anytime.

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Income sweep

Choose to reinvest income or have it paid directly to your bank account.

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
Paul Clitheroe, AM

Chairman

Effie Zahos
Effie Zahos

Money Commentator & Director

Alastair Davidson
Alastair Davidson

Head of Funds Management

Alan Kohler, AM
Alan Kohler, AM

Founder-Eureka Report

Ron Hodge
Ron Hodge

Managing Director