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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 simplified fee structure of 0.55% p.a. capped at $550 per year no matter how much you invest*.
Account balance tiers | Investment management fees p.a. |
$0 to $100,000 | 0.55% |
More than $100,000 | $550 |
* InvestSMART's capped Management Fee (capped at $550 p.a.) does not include fees charged within any ETF held in this portfolio, estimated to be approximately 0.18% (indirect cost ratio). Brokerage costs are not included in this calculation. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu.