How it works

1. Find the right investment portfolio for you

2. Open an investment account

3. Customise your investment preferences

4. Performance monitoring and tax reporting

Get Started

Want to dive deeper?

1. Find the right investment portfolio

Diversified portfolios

A mix of asset classes in one portfolio of Exchange Traded Funds (ETFs).

Single asset class portfolios

Gain exposure to one or more asset classes

InvestSMART Custom

Customise your portfolio by adding up to 5 ETFs from our star rated approved list

2. Open your investment account

Easy online application process

Submit your application and fund when ready

Choose your investment type

Setup an individual, company or SMSF account, plus many other types

Low account fees

A flat admin fee of 0.11% and low management fees starting at just $44 per annum with Australia’s only capped fee structure*

3. Customise your investments how you want

Automated regular contributions

Contributions can help you achieve your goal faster

Automated income settings

Dividends paid to you or a regular set amount

Security selection & rebalancing

Our experts manage the rest

4. Tax reporting
& monitoring

Annual tax statement

We consolidate all income & trading activity for tax reporting

Track your holdings & performance

Anytime online access to your portfolio

Monthly updates

Regular portfolio updates from our portfolio managers

Ready
to invest?

Be part of the capped fee revolution. Grow your money, not your fees.

Get Started

There’s an investment account to suit your needs

Individual

Investment account for people who want to invest under their own name. Get Started

Company

Investment account for people who want to invest as a company. Get Started

Family Trust

Investment account for a family trust where the individuals are trustee. Get Started

Joint

Investment account for two individuals, such as a couple, looking to invest together. Get Started

SMSF Individual

Investment account for a SMSF where the individuals are trustees. Get Started

SMSF Corporate

Investment account for a SMSF with a company as trustees with the individual/s as director/s. Get Started

Individual Trustees for a Child

Investment account for people who want to invest as an individual trustee for a child. Get Started

Joint Trustees for a Child

Investment account for people who want to invest as trustees for a child. Get Started

Your privacy and security are our top priority

Our bank-level web security keeps your information safe and secure (for the geeks out there, that’s our 256-bit SSL/TLS certificate).

Your investments are held safely in your own name under your own individual Holder Identification Number (HIN).

We never share your personal information with unrelated third parties or advertisers.

Trusted by thousands of Australians

Neil, Brisbane

“I did a lot of research and compared other firms before choosing the InvestSMART “capped fee portfolio”. This feature provides me with the certainty of both knowing my account will not be drained by additional fees found in the fine print. I have only been with InvestSmart a few months and am pleased with the above average personal customer service, ease in accessing the on-line information and the performance of my investment.”

Stephen, Adelaide

“On the face of it, 1-2% investment management fees doesn’t seem like a large amount, but when calculating the total impact on my returns over time, it clearly has a significant negative impact. With that in mind, I’ve transitioned to InvestSMART capped fee products to minimise investment costs, which will significantly improve my returns when compared to my previous investments. I’m extremely happy with the transparency and information available on the portfolios, but possibly the biggest appeal to me with investing with InvestSMART has been the responsiveness and willingness of the team to assist with questions I've had. I’d happily recommend InvestSMART to others.”

Nicky, Sydney

“InvestSMART has helped me get started with investing, learn about the importance of diversification and make more informed decisions. The free portfolio manager is great for me to keep track of all my investments.”

David, QLD

“As an investor with InvestSMART, I find the information provided through the platform is excellent. The choice of funds available (both internally and the ETFs) is excellent, and their performances are competitive with the broader market.”

David, ACT

“I have had my IT Guru run me through your list of security measures & policies and I am very satisfied that I am investing my funds with a team that know what they are doing regarding IT security. I am impressed.”

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