Reach your goals
with your own
custom portfolio.

Investors holding an InvestSMART Portfolio in their Professionally Managed Account with at least $10,000 invested can open a Custom Portfolio.

Excludes accounts with a Fundlater loan outstanding.

Custom Portfolios are designed for investors who:

• Want more control over their investment strategy,

• Understand investment risks and their own risk tolerance,

• Are able to set their own investment objectives and strategy.

Investors will have access to an approved list of Exchange Traded Funds (ETFs) rated in-house as three stars or above out of five using criteria that includes fees, liquidity, performance and much more that will be reviewed quarterly.

Clients can submit requests for additional Exchange Traded Funds (ETFs) to be considered by our Investment Committee. Requests can be submitted to invest@investsmart.com.au

Click here to view the full list of approved Exchange Traded Funds.

You will be able to add up to a maximum of five Exchange Traded Funds to your account.

Each must have a minimum investment of $2,000 and they must be held alongside an investment of $10,000 or above in an InvestSMART Portfolio.

Yes, all your holdings from your Professionally Managed Account will be included in your annual tax statement.

InvestSMART assigns a rating out of five stars to every Exchange Traded Fund on the ASX, and investors will be able to select those rated three stars and above. Ratings are reviewed quarterly.

We focus on the following key metrics:

1. Size of the Exchange Traded Funds: Funds under management.

2. Fees: Cost of investing in the Exchange Traded Fund.

3. Liquidity: Trading volumes.

4. Spread: The average percentage difference between the bid and ask price.

5. Tracking error: The difference in the return profile of the Exchange Traded Fund to its benchmark.

Click here to view the full list of approved Exchange Traded Funds

We have a flat administration fee of 0.11% per annum that includes all buy-side brokerage and there are zero performance-based fees.

Sell-side brokerage is applied at the greater of $4.40 or 0.044% of the trade value.

Indirect fees from Exchange Traded Funds will be applicable based on your selection.

Visit your online account and use the navigation menu to access Add Funds or Modify Allocations then follow the prompts.

Yes, you can. However, you must adhere to the requirements to access Custom Portfolios:

1. You must keep $10,000 or more invested in an InvestSMART Portfolio, excluding Fundlater.

2. You must invest $2,000 or more in your preferred Exchange Traded Fund

3. You cannot hold more than five preferred Exchange Traded Funds

You can reallocate existing holdings in your online account using the Modify Allocations tool.

Yes, all the holdings within your account are legally owned by the individuals or entity through a CHESS sponsored brokerage account with its own Holder Identification Number (HIN).

Distributions will be handled in line with your preference for the Income Sweep on your investment account.

If you have opted for the Income Sweep to be turned on, then all income received is accrued and paid monthly to your nominated bank account.

If you have opted for the Income Sweep to be turned off, then all income will be retained and made available for reinvestment.

You can review or edit Income Sweep nomination online here.

Professionally Managed Accounts (PMAs) do not participate in Distribution Reinvestment Plans (DRPs) however if you choose to have your Income Sweep turned OFF then income will be retained and made available for reinvestment during rebalancing.

You can review or edit Income Sweep nomination online under Income Sweep.

Yes, you can submit an Exchange Traded Fund for consideration to our team.

It will be at our discretion whether to add it to the approved list.

Please submit your requests to invest@investsmart.com.au

Currently the approved list will only hold Exchange Traded Funds listed on the Australian Stock Exchange. However, there will be a diverse list of options that provide a vast array of exposure to different asset classes and sectors.

You can also submit an Exchange Traded Fund for consideration to our team - please send requests to invest@investsmart.com.au

No. Your selection of ETFs will move with market movements, and you can rebalance by using the Modify Allocations tool.

Contributions for InvestSMART Custom must be made through the Add Funds tool or reallocating existing investments using the Modify Allocations tool. You can have a Regular Contribution Plan for your account but it will exclude InvestSMART Custom and be directed to your InvestSMART Portfolios or Intelligent Investor Funds.