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Our capped management fees are tiered depending on your investment amount.
Fees matter and have a significant impact on your net investment returns. We have a fee structure of 0.44% p.a. capped at $880 per year no matter how much you invest*.
Account balance tiers | Investment management fees p.a. |
$0 to $200,000 | 0.44% |
More than $200,000 | $880 |
* InvestSMART's capped Management Fee (capped at $880 p.a.) does not include fees charged within any ETF held in this portfolio, estimated to be approximately 0.18% (indirect cost ratio), and our flat 0.11% admin fee – this covers buy-side brokerage costs. Sell side brokerage costs are not included in this calculation. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu.